Here is a categorical listing of the companies we work with:
Founded in 1957, AGF is a diversified Global Asset Management firm with retail, institutional, Alternative and high net worth solutions.
Assumption Life operates in the area of financial services. Through its team of highly qualified representatives and selected partners, the company offers its clients a comprehensive range of products required for sound financial planning.
The goal of Assumption Life is to assist clients in planning for the future, realizing their dreams, and achieving well-deserved peace of mind. With its broad array of individual and group life insurance products, Assumption Life is the preferred partner of clients seeking to maximize control over their future.
AXA Canada and its team of brokers support individuals and businesses at every stage of their lives by providing them with financial solutions that fit their needs.
AXA puts its know-how and broad range of Liability Insurance and Personal Insurance products at the service of its clients to protect them from life’s hazards and build their estate, while giving them the tools to fulfil their dreams and look to the future with confidence.
A leader in financial protection, AXA works hard so its clients can be life confident
Benecaid has become one of the fastest growing companies in Canada! Benecaid has grown by providing Canadian companies more flexibility and choice from their health benefits solutions. Find out why more Canadian business owners are turning to Benecaid for their health benefits needs.
Founded in 1982, For over 30 years, Franklin Bissett Investment Management* has been applying a disciplined team approach to managing equity, income and balanced portfolios for Canadian investors. Our investment teams meet twice a week—ensuring our investment style remains consistent across all Franklin Bissett funds.
Franklin Bissett managers are committed to GARP-style investing. We use bottom-up research to identify stocks with modest price-to-earnings ratios and companies with a history of sustainable, replicable growth
Blue Cross member plans operate on a not-for-profit basis in every region of Canada. Blue Cross coverage is available to eligible residents in each province. Coverage includes group benefits, individual health, dental and travel insurance. Coverage varies by province. Contact the Blue Cross plan in your region for more information.
B2B Bank is a Schedule I Canadian bank that serves a network of some 27,000 financial professionals across key business verticals including: financial advisors and their dealerships; deposit and mortgage brokers and their firms; mutual fund and insurance manufacturers; MFDA and IIROC members.
Our products and services are competitively priced and designed to support the needs of financial professionals and their clients
As a member of the BMO Financial Group, BMO Insurance is founded on a legacy that extends back to 1817. This proven history of financial strength lets us stand behind our insurance products by offering flexible coverage options, comprehensive benefits and competitive prices. A.M. Best Company gives us a Financial Strength Insurer Rating of A1, recognizing our excellent ability to meet our obligations.
We have earned our customers’ trust through the integrity of our actions: we take pride in what we do, always keep our word, are committed to continuous innovation, embrace diversity and strive to improve our performance
[engine_collapsibles][engine_collapse title="Canada Life" state=""]
They offer a range of insurance and wealth management products and services for Canadians-helping you achieve more for your family and helping you reach your financial goals.
[engine_collapsibles][engine_collapse title="Canada Protection Plan" state=""]
Canada Protection Plan was founded in 1992 in Toronto. At that time, we offered one No Medical permanent insurance product for sale through independent insurance advisors.
Our business has expanded in many ways over the years. First, we developed a suite of permanent No Medical products so that clients had a choice. Then, in 2006, we introduced several term insurance options
Today, we are proud to offer our customers many options to make it easier than ever to purchase Simplified Issue and No Medical life insurance
[engine_collapsibles][engine_collapse title="CI Investments" state=""]
CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.
Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers
CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.
We’re Desjardins Financial Security – Desjardins Group’s life and health insurance subsidiary. Every day, over 5 million Canadians count on us to help ensure their financial security. How do we achieve this? By offering innovative life and health insurance and retirement savings solutions! Looking for coverage for yourself or your business? We’ve got what it takes!
About Empire Life: Our mission is to help you build your wealth and protect your financial security. We offer a full range of financial products and services, including: Life insurance and critical illness coverage, Investment options, Group life and health benefits and RSP plans
We’re based in Kingston, Ontario with service, sales and marketing centres across Canada
Equitable Life® is proud to be one of Canada’s largest mutual life insurance companies, and we believe our mutual status best serves the long-term interests of our policyholders.
Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services. In Canada, Fidelity manages a total of $132 billion in mutual fund and institutional assets (as at February 28, 2017). This includes $23 billion in assets for institutional clients, including public and corporate defined benefit pension plans, endowments, foundations and other corporate assets on behalf of clients across Canada.
Franklin Templeton Investments is dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to individual and institutional investors across the globe
Foresters Financial™ is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average working families. More than 140 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.
And for our more than one million fraternal members, we provide valuable member benefits and opportunities to enjoy quality family time or give back through volunteering efforts that directly benefit local communities
Our story starts in the 1950s. Founder Bill Wilkinson, a pharmacist in Windsor, saw Canadians struggling to afford the medication they needed – so he stepped up.
GSC is all about providing you with plenty of health and dental coverage options. We offer a wide range of plans to choose from, plus the option to buy your coverage through an advisor. Your provincial health plan gives you access to basic medical care, but that doesn’t mean you’re covered for specialized or unexpected medical expenses
Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.
The fourth largest life and health insurance company in Canada, Industrial Alliance is at the head of a large financial group, which has operations across Canada as well as in the United States
At Manulife, they provide some of the very best financial protection and wealth accumulation products backed by the financial strength and security of a global leader.
To help prepare you and your family for the future, Manulife offers a strong, reliable, trustworthy and forward-thinking approach that you can turn to for those big financial decisions. Their high quality investment portfolio, diverse business platform and prudent risk management practices are a few of the reasons why you make the right choice when choosing Manulife Financial.
Established in 1993, Manulife Bank of Canada (Manulife Bank) was the first federally regulated bank opened by an insurance company in Canada. It is a Schedule l federally chartered bank and a wholly-owned subsidiary of Manulife Financial, one of Canada’s leading financial institutions
We’ve been helping Canadians since 1967, when Mackenzie Investments started with one person managing investments for one investor in Toronto. Now we’re a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support across the country. Our commitment to them is to help investors achieve financial success and feel confident about the future.
With $246 billion in assets as at October 31, 2017, National Bank of Canada, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. It has more than 21,000 employees in knowledge-intensive positions and has been recognized numerous times as a top employer and for its commitment to diversity. Partnering with independent financial advisors has allowed us to serve clients since 1859
Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia. 80 years of investment experience, $171 billion in assets under management
RBC Insurance®, through its operating entities, provides a wide range of travel, life, health, home, auto, wealth and reinsurance products and solutions, as well as creditor and business insurance services, to individual and group clients. RBC Insurance has more than five million clients in Canada, the U.S. and internationally. We are the largest Canadian bank-owned insurance group of companies, and among the fastest growing insurance organizations in the country.
TD Asset Management is a highly diversified North American investment management firm with leading market positions in active, quantitative and passive portfolio management. The firm serves a large and diversified client base including pension funds, corporations, institutions, endowments, foundations and high net worth individuals. We also offer private money management services and manage retail mutual funds.
In 1981, Trimark began with a vision that we could create wealth for our clients by investing in great companies at undervalued prices, whose true value would be realized over time.
Today, we remain committed to our time-tested discipline and our philosophy of patient, value investing
Unity Life’s diverse portfolio of competitively priced products is designed to meet the changing needs of today’s Canadians. With flexible product features, built-in guarantees and value-added ForestersT benefits of membership1 included for insureds and annuitants under most new Unity Life and Foresters individual insurance products, we offer compelling value for our clients