Ron O'Grady, Investment Fund Advisor for Berkshire Investment Group Inc.
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Ron O'Grady, Insurance Advisor for CEO Financial Services
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Your Portfolio Information

In order to keep you informed at all times, we have made available, on this page, a number of ways for you to easily access information about your portfolio. The easiest may well be to simply contact us. Generally, within 24 hours, you will receive a return e-mail with your portfolio review.

To access your portfolio statement directly, online, from the Manulife Securities Investment Services Inc. website, please contact us for your password. You will then be able to access your portfolio information any time you wish.

Some fund companies allow access to information via an account name and password. Once again, contact us to arrange that for you the first time. After that your account name and password will remain constant and provide direct access. Shortcuts are provided to those sites, below.

AGF Management Ltd.

AIC Group of Funds

C.I. Investments

Fidelity Investment Canada Ltd.

Franklin Templeton Limited

Invesco Trimark

Mackenzie Financial Corporation

Manulife Investments

MRS Inc. (Multiple Retirement Services)

Renaissance Investments

Stone Funds

Additional mutual fund companies that do not currently provide direct client access.

Acuity Funds

BMO Guardian Group

Brandes

Dynamic Mutual Funds

I. A. Clarington Funds

Northwest Mutual Fund

TD Mutual Funds


The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

  • Deposit Instruments: GICs, Canada Savings Bonds;
  • Fee for Service Financial Planning;
  • Estate Planning;
  • Tax Planning or Income Tax Preparation;
  • Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Manulife Securities Investment Services Inc. is a member MFDA IPC.

Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.

Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Investment Services Inc.

CEO Financial Services Inc. and Manulife Securities Investment Services Inc. (“Manulife Securities”) and Manulife Securities Insurance Agency do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of CEO Financial Services Inc. or Manulife Securities. The information in this communication is subject to change without notice.

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