Receive a free second opinion with a portfolio comparison.

Comparing your portfolio allows you to see how well your retirement/savings portfolio is really doing compared to other offerings in the market. Once this information is received we will provide a comparison of your portfolio to one of our 6 managed portfolios. Comparisons are done on a risk basis (i.e. low risk to low risk). We will not compare your portfolio to something with more or less risk.

If you prefer, you can email us over a copy of your statement to All information is kept confidential.

*Comparisons can take up to 24 hours to be sent to your email.*

Please provide us with the following information: