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Client Toolbox

Client Toolbox

Bookmark this page to access some of our most frequently used websites. The links below help you share your files, view your investments, and review your insurance policies. 

– SideDrawer & Investia
– Insurance and Segregated Funds
– Government of Canada
– Additional Resources

Your Digital Vault designed for efficiency + privacy. Invite your family members, and other professionals to collaborate with you on a completely secure platform.
Log in to: Securely organize, share, and access your files.

How to Upload | Starter’s Guide

Investia Client Portal

A simple and convenient way for you to access your account anytime, anywhere.
Log in to: View investments, add banking information, update contact information, and download documents.

Starter’s Guide

Insurance and Segregated Funds

Canada Life Insurance

Keep on top of your finances with My Canada Life. Conveniently view where you’re at, where you want to be and how to get there. Log in to: Save time and energy with self-serve options.

Manulife Insurance

A single, secure username and password that gives you access to everything Manulife.
Log in to: Access Manulife Bank, Manulife Vitality, Health & Dental Insurance, and more.

Empire Life Insurance

A safe and secure way to access your Empire Life insurance and investment policy information online.
Log in to: View investment details, beneficiaries, statements, and more.

Starter’s Guide

Equitable Life Insurance

Insurance only applies to policies from 2021 and later.
Log in to: Access Individual Investment and Insurance policy information such as account activity, balances, and coverage and payment details.

RBC Insurance

Easy, simple, and secure access to your insurance information. Insurance only applies to policies from 2022 and later.
Log in to: Manage your policy right from your computer or mobile device.

Government of Canada


CRA’s My Business Account.
Log in to: Access your GST/HST information, corporate income taxes, and more.


 CRA’s My Account for Individuals.
Log in to: Access your RRSP or TFSA contribution room and more.


My Service Canada Account for Indviduals.
Log in to: Access your CPP, OAS, EI and more.

Additional Resources

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