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 provided by Investia.
Manulife Savings Account – great for short term saving. Email me for the current rates:
Fund Company Links:
Fidelity Investments Canada
Insurance Company Links:
Flexcare, FollowMe Health and CI; Association Health & Dental:
Travel including COVID coverage
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
Need info on your UK pension?
Pension Information for United Kingdom
Frequently Asked Investor Questions