Wealth Access Portal Walkthrough

Please join us for this informative session as we do a walkthrough of the Wealth Access Investor Portal. The Portal offers a modern, client-centric experience with dedicated modules to help investors.

During this session, we will provide a guided tour and demonstrate how you can:

• Securely access and navigate your account
• Review portfolio performance and investment analytics
• Monitor transaction history and account activity
• Utilize dashboard tools and reporting features with confidence

This seminar is designed to help you get the most value from your investor portal experience and answer any questions you may have along the way.

Seminar Details:

📅 Date: Wednesday, May 27, 2026
⏰ Time: 6:30 PM – 7:30 PM (ET)
💻 Location: This event will be held online

Kindly, RSVP to Feda Shureih by Monday, May 25, 2026:

• Email: Feda Shureih at fshureih@mandevillepc.com
• Phone: Feda at 613-728-0101 ext. 2320
• Online: Using The web form below

We hope you can join us virtually!

Warm regards,

Duane Francis