CLIENTS


Welcome to the client site. By Design clients can log-in to access personal statements or download helpful worksheets. Click on Client Feedback and offer your valuable feedback about your experience with us.


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Client Access

Your consolidated portfolio access, 24/7


Worksheets

Use our convenient downloadable worksheets to focus on your most important financial needs.

Estate Planning Questionnaire
Emergency Checklist


Client Feedback


Brian E. Ward, BBM, CFP 
Financial Advisor, Manulife Securities Investment Services Inc.