Manage your money,
SO IT DOESN’T MANAGE YOU

A financial advisor is like having a personal financial assistant. Get one working for you,
and your money starts working harder for you, too.

SERVICES AND FEES

GET HELP WITH THE BIG MONEY QUESTIONS AND SMALL ONES

When you have an advisor who knows you, you have a step-by-
step plan in place – plus somebody to call anytime you have
a money question.

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WHAT DO YOU PAY FOR SERVICES ?

Generally we don’t charge a fee for our advice and services. If you
buy insurance or invest with us, our suppliers pay us. So you can
call with a question, without being nickel and dimed.

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WHO WE HELP
PEOPLE JUST LIKE YOU COME TO PANORAMA
Across Canada, we help people at every stage of life, from those just starting out, to retirees.
Meet The Team
WE KNOW MONEY

More importantly, we get to know you. Here’s where you can
start to get to know us.

Resources – Brush up on Money Matters

Your neighbor may know hockey, but is he an expert on finances? Come to a reliable source for
regular updates on money matters.

Your Account

Just want to log in to your account? Start here.