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Clients
Account Balances & Holdings
This will redirect you to a separate secure website at NDex Systems, where you will be able to view daily account balances and other account information.
Sign In
New Client Portal!
This will direct you to our new Client Portal login page. The Client Portal includes account balances, holdings and transaction details for all your investment accounts as well as statement access for both Provisus and Laurentian Bank Securities documents.
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New Client Application
This will direct you to our online Private Client Questionnaire. The questionnaire will determine your investment objectives, constraints and form the basis for your personalized Investment Policy Statement (IPS).
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18 King St. East Suite 303
Toronto, ON
M5C 1C4