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


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