There are over 70,000 financial advisors in Canada. The majority are hired as salespeople with no fiduciary duty, putting client needs secondary to their employer's.
When you have a focused team in place to help you understand how daily news on market swings affect your plan or how your additional savings improve your long-term financial health, you gain a feeling of control and a level of confidence in your path.
This allows you to focus your energy on more important things such as careers, family and goals, while increasing your feelings of prosperity.
Ivari Insurance Co.
At Ivari we’re committed to using the power of communication to take the fear out of purchasing insurance, and replacing it with confidence. We’re here to help you understand your options so you have the information you need to make the right choice for protecting you and your family.
Canada Life Assurance Co.
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 and internationally, primarily in the United Kingdom, Isle of Man, Ireland and Germany.
Manulife Insurance Co.
Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Products and services include individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products.
We offer a wide variety of insurance products to satisfy individuals, families and business owners. Every stage of life comes with insurance needs. It might seem important for you to insure your home, car and property; do not forget about the most important things to insure... your life and your health.
Empire Life Insurance Co.
Empire Life was founded in 1923 by Milton Palmer Langstaff.
In 1929, Empire Life merged with The Commonwealth Life and Accident Insurance Company. Following the acquisition of the Mutual Relief Life Insurance Company, the company's head office moved from Toronto, Ontario to Kingston, Ontario.
Founded in 1903, Assumption Life is an insurance and financial services company based in Moncton, New Brunswick. The company is a Canada wide life insurance provider with over 75,000 active policies and also operates a large asset management agency with over one billion dollars of assets under management.
Canada Protection Plan
Canada Protection Plan is a leading name in No Medical and Simplified Issue life insurance. We also offer Critical Illness, Health & Dental and Travel. Get approved with any health history. Apply for a quote online. Get accepted with diabetes, cancer, heart problems or any other medical condition.
the Benefits Trust
As Third Party Administrators, BT offers alternatives to traditional employee benefits plans including Healthcare Spending Accounts and Administrative Services Only plans that match your compensation philosophy, your budget, and the strategic needs of your business.
For nearly six decades, AGF has been providing asset management services to institutions and individuals around the globe. AGF began as a single innovative idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. The American Growth Fund, created in 1957, was the first mutual fund in Canada to invest solely in U.S. equities
One of the world’s foremost independent asset management companies, recognized throughout the industry for its global strength and stability. The breadth of our global reach is complemented by our intimate understanding of the Canadian wealth-management market.
Dynamic is a leading Canadian investment company offering comprehensive investment services that cover the entire spectrum of choice, including mutual funds, tax-advantaged products and customized high net worth programs.
BMO Asset Management
BMO Mutual Funds provides you with a variety of comprehensive investment solutions that can help you enjoy today while preparing for tomorrow. From long-term growth, capital preservation, to a sustainable income stream in retirement, our investment solutions allow you to create an investment portfolio that is as unique as you are.
Franklin Templeton Investments
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.
Fidelity Canada provides Canadian investors a full range of domestic, international and income oriented mutual funds. Fidelity is a proud supporter of the Boys and Girls Clubs of Canada and we are dedicated to helping young Canadians realize their full potential as productive, responsible and caring citizens.
Mackenzie Investments was founded in 1967 and is one of Canada's largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients
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.
Exempt Market Securities
Capital Direct Income Trust
Capital Direct I Income Trust is an open-end investment trust governed by the laws of Ontario. The trust is a pooled investment vehicle that holds a portfolio of residential mortgage loans to generate stable distributions to unit holders.
The investment objective of the Fund is to provide its preferred shareholders with income generated from a diversified portfolio of mortgage loan investments (mortgages), while preserving the Fund’s capital.
Pavilion Flow Through LP
This tax-deductible investment vehicle focuses on private and public Natural Resource companies with relationship-driven investment opportunities not available to the average investor.
Lynx Equity Ltd.
Lynx Equity Ltd. (formerly Temperance Capital) is a private investment company which provides royalty-based financing to both private and public companies.
Mavan Capital Partners
We are a diverse team of successful business, finance, and legal professionals with extensive private and public company management experience across many industries. We have built strong relationships that provide access to opportunities not commonly available to most investors.
The MAVAN Venture Capital Corporation (VCC) is formed for the sole purpose of investing in start-ups and emerging and expanding eligible small businesses. VCCs are usually managed by venture capitalist or angel investors who provide small businesses with the benefit of their expertise, experience, and business knowledge. ( For BC residents only.)
Exchange Traded Funds
iShares by BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals across North America. From shop assistants in your local stores to national organizations and non-profits, BlackRock has helped people from across North America take control of their financial security for more than 30 years.
Since 1981, Invesco has played an integral role in the lives of Canadian investors from coast to coast. Today, they remain committed to helping investors achieve their long-term financial goals. Invesco is home to QQQ, ranked in the top 1% tracking the NASDAQ-100 index. Since its formation in 1999, it has demonstrated a history of impressive performance.
First Asset ETF's
First Asset offers extensive ETF expertise and insights, leveraging their significant tenure in the ETF industry in Canada and ongoing in-house training and education. Importantly, they are well supported by our strategic analytics and product team, offering valuable insights into ETF integration for portfolios, portfolio analytics and product comparisons.
Vanguard is one of the world's largest investment companies with 30 million investors changing the way the world invests.
Others followed our lead with index funds and low-cost investing. The time has come for convenient, affordable financial advice. Learn the value of good advice
BMO Exchange Traded Funds
BMO ETFs are Canada's leader in meeting the needs of advisors and investors, with cost effective, solutions-based ETFs based on market-leading indexes. Our innovative suite includes a powerful line-up of core ETFs that can form the long-term foundation of an investor’s portfolio. Our core offering covers the world’s most recognized indices.
Horizons Exchange Trade Funds
Horizons ETFs Management (Canada) Inc. is an innovative financial services company offering the Horizons ETFs family of exchange traded funds. The Horizons ETFs family includes a broadly diversified range of investment tools with solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions.