Client Portal | Payments +1 306-773-7285



Meetings: at this time in-person meetings remain suspended in our Kyle, Leader, and Maple Creek offices. While in-person meetings are not available, phone and virtual ones are. Please contact our Swift Current office at (306) 773-7285 to schedule a meeting with your Advisor as required.

Records: physical record drop off is still available in our Kyle, Leader, and Maple Creek locations and couriers will be sent as needed to retrieve records. We do also encourage the use of our virtual record submission tools:

  • 1x file submission is available on our Client Access page
  • Client Portal set up is available here. Access the electronic versions of your current engagements and supporting files commonly required by your banks or financial institutions or send your documents requested by your Advisor when it’s convenient for you.


Please contact your trusted Advisor or an office close to you if you have any questions or concerns related to our day office travel schedule.

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