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Get a complimentary Portfolio Review

and a chance to win An

Apple IPaD*

Not sure of your investments? New money to invest? Worried about the markets? Just have questions?

Get a complimentary portfolio review from a hand-picked, experienced, Financial Advisor based in Canada (EN or FR).

Sample Advisor Profiles:

  • Financial Planner - Chartered Investment Manager

  • Private Banker - Certified Financial Planner

  • Investment Advisor - Fellow, Canadian Securities Institute, Certified Investment Manager


Just complete the information below and we'll contact you to set up your no-obligation portfolio review.

And no matter what size your portfolio, conducting your review will make you eligible to win an Apple iPad!

You have nothing to lose so get your free portfolio review today!

*No purchase necessary. Valid only for legal residents of Canada, 18 years of age and over. Winners will be drawn periodically (next draw June 30)) based on names and eMail addresses submitted to this site in the previous 6 months and contacted by eMail. To be eligible for the draw, completion of a portfolio review is required (although no purchase or investment is required). If the winner cannot be identified within 30 days, they will forfeit their prize and no prize will be given that quarter.

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