"Let's work together."™



 
   
   
   
   
   
   
  Useful Links & Resources   | Corporate Alliances
   
 

We've provided a selection of resources to help you gather information in a variety of areas regarding financial planning and investing. If you have any questions, please contact us.

Canadian Association of Insurance and Financial Advisors Canadian Securities Institute Financial Planners Standards Council Financial Securities Commission of Ontario Globe Investor Investment Funds Institute of Canada Investor Learning Centre Toronto Stock Exchange Revenue Canada Canada Pension Plan Income Security Programs Ministry of Finance (Canada) Ministry of Finance (Ontario) Office of the Superintendent of Financial Services Ontario Securities Commission
   
   
 

Corporate Alliances

To ensure our clients receive the best quality and value for their money, we are pleased
to offer products from the following companies:

Canada Life Equitable Life of Canada Great West Life Green Shield Industrial Alliance Pacific National Life RBC Insurance Transamerica Life

AIC Ltd. AIM/Trimark AGF Management Inc. Dynamic Mutual Funds Fidelity Investments Franklin Templeton Mackenzie Financial Manulife Financial Maple Trust RBC Mutual Funds Sun Life Financial TD Asset Management Triax Fund Management
Bank of Montreal/BMO Scotiabank

 

 

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