Portfolio Access

New Users

New Users

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

Once a registration is submitted, it is normally processed by the next business day.

You will then receive an email containing your Temporary Password and further instructions.

Register Now

Password Help

Password

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

Help requests are normally responded to by the next business day.

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

Password Reset

Technical Support

Services

If you have any technical difficulties you can submit a help request below.

Please use the secure help form provide below to submit a Help Request directly to our team.

Technical Support Inquiries 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