Managing the Present to Plan for the Future
Insurance Quote Request Form
Online Portfolio Service
Online Portfolio Service

We are pleased to introduce a new secure portal for our investors that will provide online access to:
  • your portfolio holdings
  • investment balances
  • asset allocations
  • and account activity.

Access your portfolio information online using our Client Login.

If you would prefer to have us register you for online access or if you require assistance resetting your password, please contact us at:
  • Email:
  • Phone: (306) 382-7777
  • Toll Free 1-877-820-7777

Your online Investment Portfolio User Guide

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