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.

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