The world of financial services is an ever-changing and evolving marketplace, and while there are literally thousands of products and providers we have chosen to concentrate the bulk of our practice with a group of proven financial institutions.
This allows us to build a group of resources with providers we trust to bring us quality and innovation that we can in turn share with you.
While we are not limited to the names below, these give you an idea of this size and scope of the resources we can use to help you plan for your retirement, choose for your investments or protect your family through insurance products.
Access to an 'in-house' brokerage office ensures that we can deal with all the major Life Insurance Companies and offer you competitive rates for your everyday insurance needs.
The mutual fund universe in Canada is now in excess of 9500. Wading through that may funds and staying on top of the funds key attributes would be impossible. This sector shows one of the most... reasons to work with a key group of companies. Building relationships with a solid group of mutual fund companies allows us to keep up with our providers and understand in detail what is going on in their funds. This kind of information is key in proving you with timely recommendations for your portfolio.
Here are a few of our key partners: