Portfolio Access

New Users

New Users

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

Once a registration is submitted, it is normally processed by the next business day.

You will then receive an email containing your Temporary Password and further instructions.

Register Now

Password Help

Password

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

Help requests are normally responded to by the next business day.

During regular business hours you can also call our office at: (250) 851-2727.

Password Reset

Technical Support

Services

If you have any technical difficulties you can submit a help request below.

Please use the secure help form provide below to submit a Help Request directly to our support team.

Technical Support Inquiries 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.