Portfolio Access

New Users

New Users

Register for access by providing your details via our registration form.

You will get an email with your Temporary Password and next steps.

Register Now

Password Help

Password

If you need to reset your Password, you can submit a help request below.

During regular business hours you can also call our office at: (778) 362-2666.

Password Reset

Technical Support

Services

Please click on the link below to contact our office if you require technical support.

When we receive a new request, they are usually answered by the next business day.

Help Request

Our Dealership

Dealer

TWC- Total Wealth Concepts is a trade name used for both mutual fund and insurance business. Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered by Daniel McKinnon, Cory McKinnon and Brenda Sawada under their individual life license. Banking products and services are offered through referral.