clients

Client Service

Below are the links to the account information pages of our main partners.

Please have your account and login information ready and select the appropriate link below

Should you experience any difficulty please let us know by calling
Renee Marchand at 877-875-0771 ext. 424 or email us at info@corefinancialplanning.ca

Insurance products, including segregated fund policies, are offered through Core Financial Planning Group Inc., and Investment Representative Greg Ingleson offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.