Client Login Information

Investment Accounts

To view your investment statements, retrieve tax slips or make changes to your contributions or withdrawals, login to your ModernAdvisor investment portal HERE or contact us at 403-571-0910.

Send us Secure Documents

Send us your secure documents HERE.  

Have Questions for us?

If you have any questions for us or require assistance logging in, please don’t hesitate to contact us at 403-571-0910.


If you have registered for the CRA My Account, you can login HERE to access various information including your Notice of Assessment and unused RRSP and TFSA Contribution room.