Resources
Investia Client Account Access:
To access your Investia account, go to www.investia.ca, click on Connect, then on Client Portal.
You can register yourself by following the instructions provided by Investia.
Financial Calculators
https://investia.financial-calculators.ca/
Education Saving Resources – Great sources of information:
Manulife Savings Account – great for short term saving. Email me for the current rates:
Fund Company Links:
Insurance Company Links:
Travel including COVID coverage
Flexcare, FollowMe Health and CI; Association Health & Dental:
Manulife Insurance
General Financial Interest Links:
Globe Advisor Investment Information
Fund Library Canada’s Resource Centre
Need help applying for Disability Tax Credit
Check your credit rating
Need info on your UK pension?
Pension Information for United Kingdom
Frequently Asked Investor Questions