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Get a complimentary Portfolio Review for Retirement

and a chance to win An

APple iPad*


Is your portfolio ready for retirement? Get a free, comprehensive portfolio review with a professional, hand-picked financial advisor in either French or English. The review will include an evaluation of your portfolio based on:

  • Your financial goals

  • Risk tolerance.

  • Sources of income at retirement (Government and Private sources)

  • Expected retirement age.

  • Lifestyle expectations at retirement.


We’ll also answer any questions you have about your portfolio or any other financial issue.

And, conduct the review, and you’ll be eligible to win an Apple iPad. You have nothing to lose, so get your free portfolio review today!

Or take advantage of the educational resources we've put together for you to make smart investment decisions.

*No purchase necessary. Valid only for legal residents of Canada, 18 years of age and over. Winners will be drawn periodically  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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