ALERT: Globe Advisor Client Management Changes
Client Center will be decommissioned December 31, 2018. Read More

Advisor Registration
Welcome to the Globe Advisor site registration page
Please note that you must be a qualified financial professional in order to create an account.
There are two ways to register for full site access:

a) Click here to fill out our online form and register for free

- or -

b) If you do not want to fill out our online questionnaire, you may call us at
1-855-813-6111 to set up a paid account (the account may take up to three business
days to activate). The cost is $77 per four weeks of access

Both types of accounts include access to the entire site.
Please provide your contact information
*mandatory field
*First Name
  *Last Name
*Company Name
  *Postal Code (no spaces please)
*E-mail address
  *Confirm e-mail address
*Business phone number (with area code)
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To help us better serve you please take a moment and provide the following
Dealer Code (if applicable)
Rep ID number (if applicable)
Other Company Name (Required if "Other" is selected in Company picklist)
*What is your firm's primary business?
  Credit Union
  Financial Education
  Financial Planning
  Investment Management
  Securities Brokerage
  Other (please describe below)
*Which of the following best describes your job title?
  Executive/Owner/Branch Manager
  Financial Advisor
  Investment Advisor
  Mutual Funds Sales Representative
  Securities Broker
  Other (please specify below)
*Total investments under management:
Less than $5M
$5M to $10M
$10.1M to $30M
$30.1M to $60M
$60.1M to $100M
More than $100M
*Which products do you recommend or are licensed to sell?
Education Plans
Exchange-Traded Funds
Group Retirement Plans
Hedge Funds/Derivatives
Mutual Funds
Private Equity
Segregated Funds/GIFs
Term Deposits/GICs
Wrap Products
Other (please specify)
*How many clients do you have?
Fewer than 50
50 to 100
101 to 200
201 to 300
301 to 400
401 to 500
More than 500
*Fund families recommended in the last 12 Months (check all that apply):
Acuity Funds Ltd. Mackenzie Financial Corporation
AGF Funds Inc. Manulife Financial
AIC Limited Matrix Fund Management Inc
Invesco Trimark Ltd. Mawer Investment Management Ltd.
Altamira Investment Services Inc. McLean Budden Limited
BMO Investments Inc. Meritas Mutual Funds
Barclays Global Investors Canada Ltd. Sentry Select Capital Corp.
CI Mutual Funds National Bank Mutual Funds
CIBC Securities Inc. Northwest & Ethical Investments L.P.
CM Investment Management AEGON Fund Management Inc.
Canada Life Financial Corporation Manulife MIX Funds
Cartier Mutual Funds Inc. Phillips, Hager & North Inv Mgmt
Canada Life Assurance Co. RBC Asset Management Inc.
IA Clarington Saxon Funds
Counsel Wealth Management Sceptre Investment Counsel Ltd
Dynamic Mutual Funds Ltd. Scotia Securities Inc.
Elliott & Page Ltd. R Funds (BLC-Rothschild)
Ethical Funds Inc. AEGON Fund Management Inc.
Fidelity Investments Canada Ltd. Standard Life Mutual Funds
Fonds Desjardins Sprott Asset Management Inc.
Franklin Templeton Investments Sun Life Financial
GGOF Guardian Group of Funds Transamerica Life Canada
HSBC Investment Funds (Canada) Inc. TD Asset Management Inc.
ING Funds Talvest Fund Management
Investors Group Other
MD Funds Management Inc.

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You can edit this information and opt out of any non-essential email from us on your Account page (found under Support on the Globe Advisor home page). Your email address will not be given to third parties for their own commercial use. If you do not want to provide the personal information requested, you can opt to pay for a Globe Advisor registration instead by calling us at 1-855-813-6111. A paid account may take up to three business days to activate. The cost is $77 per four weeks of access.
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