New and Improved Online Portal
We are moving our client portal to a new provider.
We are pleased to share that our client web portal will soon be refreshed and moved to an updated, modern technology platform. This transition will begin with a phased rollout starting in May, at which time our current portal will be decommissioned.
No immediate action is required from clients at this time. But, to avoid any disruption, you may wish to download any past documents you might require in the near term from the current portal in advance of the transition.
The new portal is delivered by a Canadian technology partner with deep experience in the Canadian regulatory and reporting environment. It will provide enhanced security, improved performance, and stronger integration with our portfolio accounting systems and custodians, allowing for more seamless and timely reporting. Looking ahead, the platform will also support additional features, including online tax statements beginning in 2027.
As part of this initiative, our goal is to reduce the amount of paper clients receive by making more statements available online. We will be reaching out directly to current portal users first, followed by clients who would like to take advantage of online access, with further details and next steps.
If you have any questions, please contact Adam De Vos for more information.
As your portfolio managers, our goal is to make investing easier for you. If you have questions about the new client portal or anything else, please feel free to reach out to us. We're always happy to talk about your investment journey.
Disclosure:
Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of JCIC Asset Management, its editors and contributors, and may change without notice. Any views or opinions expressed in the newsletter may not reflect those of the firm as a whole. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with your Relationship Manager prior to making any investments, including whether any investment is suitable for your specific needs.
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