For existing clients
Your plan, your accounts, and your logins, in one place.
Your logins
Your financial plan, investment plan, and account holdings each live in their own system. The buttons below open the right login so you do not have to keep three bookmarks.
Financial plan
Open the planning portal to review goals, cash flow, and the written plan we keep current together.
Log in to your financial plan*Investment plan
Open the investment-plan login for the portfolio policy and the decisions that sit around it.
Email me for this loginAccount holdings
If your accounts are held with the dealer I work through, this is the login for balances, activity, and statements.
Log in to your holdings
You will sign in on the provider’s site, with the credentials they issued. This website does not store client passwords or account data. If a link is not active yet, email or call and we will send it.
Questions? joel.leonard@gmii.ca
*Links to Third Party Website: K. Joel Leonard and Global Maxfin Investments Inc. 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 K. Joel Leonard or Global Maxfin Investments Inc. By clicking on a third-party link, you will leave this website. Privacy and security policies may differ from those practiced by K. Joel Leonard or Global Maxfin Investments Inc.