Investia Client Account Access:

To access your Investia account, go to, 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:

Franklin Templeton

CI Investments


Fidelity Investments Canada

Mackenzie Investments

IA Clarington

Insurance Company Links:

Flexcare, FollowMe Health and CI; Association Health & Dental:


Canada Life

Empire Life


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

Budgeting Worksheet

Privacy Policy

Blog Categories