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Access to your Individual Investment and Insurance policy information such as account activity, balances, coverage and payment details.
Exclusive advisor resources
Request for Policy Documentation
Declaration of Insurability (Reinstatement)
Pre-Authorized Debit Plan
Beneficiary Change Request Form
Name Change Form
Ownership Change Form
Policy Loan Agreement
Address Change
One Westmount Road North
P.O. Box 1603, Stn Waterloo
Waterloo, Ontario N2J 4C7
Phone: 519.886.5210
Toll Free: 1.800.722.6615
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