About us

We constantly strive to provide you with personalized expert advice to support your business development efforts so that you can meet the needs and concerns of your clients.

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Contact Us!

We are only a phone call away, we can quickly provide you with the help you need.


Monday to Friday, from 8 a.m. to 8 p.m EST

Submit your general inquiries to the following address:


Our team

Mission and Values

“Detect the opportunity; we’ll make it our priority”

Our Mission

By interacting as a Business Partner, we enable you, the Advisor, to grow your book of business holistically and solidify the relationships you have with your clients.

Our Values

  • Client centered: Your clients satisfaction is at the heart of our activities
  • Accessible: Our fixed and mobile sales forces will serve you and your clients across Canada
  • Convenient: Spend quality time with your clients; we’ll take care of the rest with our turn key approach
  • Proactive: We’ll turn referrals into tangible solutions to complete your clients’ financial needs
  • Collaboration: We work together to help you grow your business