Portfolio Access

New Users

New Users

Register for access by providing your details via our registration form.

You will get an email with your Temporary Password and next steps.

Register Now

Password Help

Password

If you need to reset your Password, you can submit a help request below.

During regular business hours you can also call our office at: (866) 853-2980.

Password Reset

Technical Support

Services

Please click on the link below to contact our office if you require technical support.

When we receive a new request, they are usually answered by the next business day.

Help Request

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Happy Clients

Bill Thompson has helped my family and I achieve a new level of financial peace of mind. I have received excellent advice on a wide variety of complex financial situation. Won't hesitate to recommend Bill and his team.

Peter Stanley

Plant Manager, Oshawa, Ontario

This company is the best financial services company that I have ever worked with. I recommend them often to my family and friends.

Jane Smith

Dentist, Toronto, Ontario

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John Smith

VP Marketing & Sales
ABC Real Estate