Our Strategic Partners

We are independent advisors

What that means is that we can do business with any firm, insurance company, or bank in Canada that have advisor partnerships. We have many partners that we work with for our clients, but below are a few of our strongest relationships.

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"Manulife is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions."

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"Founded in 1847, The Canada Life Assurance Company was Canada’s first domestic life insurance company.

Today, Canada Life provides insurance and wealth management products and services in Canada, the United Kingdom, Isle of Man and Germany, and in Ireland through Irish Life."

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"SSQ Insurance Founded in 1944, SSQ Insurance is a mutualist company that puts community at the heart of insurance. With assets under management of $12 billion, SSQ Insurance is one of the largest companies in the industry. Working for a community of over three million customers, SSQ Insurance employs over 2,000 people."

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"iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares)."

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"For more than 150 years, we’ve gone where our clients have gone – expanding across Canada, the United States, and to select global markets. Today, we hold strong market positions in five business segments, with 17 million clients who continue to put their trust in RBC."

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"Sun Life understands that financial management can be complex, personal and time-consuming. When we help clients with their financial management needs, we enable them to gain the freedom to live their lives their way, from now through retirement. And we’re working hard to support their wellness and health management goals, so they can enjoy what matters most to them – whether that’s running a marathon, climbing Mount Kilimanjaro or helping their grandchildren learn to ride a bike."