Resources

Investia Client Account Access:

To access your Investia account, go to www.investia.ca, click on Access for our clients (WebCONNECT), then on WebCONNECT Client Portal.

You can register yourself by following the instructions or contact Brenda at brenda@mcwealthmanagement.ca and she will get you registered.

Fund Company Links:

Franklin Templeton

CI Investments

AGF

Fidelity Investments Canada

Mackenzie Investments

IA Clarington

Insurance Company Links:

iVari

Canada Life

Empire Life

Benecaid

Flexcare, FollowMe Health and CI

Association Health & Dental

Travel

General Financial Interest Links:

Globe Advisor Investment Information

Fund Library Canada’s Resource Centre

Tips On Controlling Your Debt

Need help applying for Disability Tax Credit

Disability Tax Credit

Check your credit rating

Equifax

Transunion

Need info on your UK pension?

Pension Information for United Kingdom

Frequently Asked Investor Questions

Budgeting Worksheet

Privacy Policy

Blog Categories