Monday - Friday: 8:30 AM to 5:00 PM
To help keep our clients and staff healthy, we are continuing business as usual via e-mail, phone, video calling, postal mail and front door mail slot drop-offs from behind locked doors.
In-office meetings can be accommodated if necessary. While you are here, we ask that you wear a mask over your mouth and nose at all times, use the hand sanitizer provided, be mindful of physical distancing and refrain from using the washroom facilities, if possible. We will also be following health and safety protocols.
Do you know about our Client Portal?
It is a convenient online tool where you can do things like check your portfolio balance, upload and e-sign documents, and change personal information such as your postal and e-mail addresses.
Call us for instructions on how to register for portal access.
Please call 519-396-PLAN (7526) or e-mail firstname.lastname@example.org.
Last updated 9:16 PM on September 13th, 2021