Client access
After a meeting, your advisor sends you a personal link by email. It opens a secure page made only for you: the summary of what we discussed, your options compared side by side, the documents we reviewed, and an AI expert that answers questions using only your own material.
Open the link in the email from your advisor. Links always begin with clients.cdawealth.ca. You will be asked for your email address and a six-digit code, which arrives within a minute. No password to remember.
Cannot find your link? Contact your advisor and we will resend it.
Team members sign in to the workspace with their work email address.