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Strategic Partners

A team is stronger than the sum of its parts, so we work with a strong network of partners to give you stellar advice and provide access to a vast range of financial products. We work with the strategic partners in the list below.


Investia Financial Services is our mutual fund dealer. Through their service, we are able to provide a complete range of investment products to grow your assets.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Life Insurance

  • London Life

  • Manulife

  • Empire Life

  • Industrial Alliance

  • RBC Insurance

  • Sunlife

  • Canada Protection Plan

  • Foresters

  • Humania Assurance

  • Ivari

Critical Illness/Disability

  • Empire Life

  • Great-West Life

  • Manulife

  • RBC Insurance

  • Sunlife

  • BMO Insurance

Group Benefits

  • Benefits by Design

  • Desjardins

  • Empire Life

  • Great-West Life

  • HUB Financial Inc.

  • Manulife

  • Wawanesa Insurance


  • AGF Funds

  • BMO Mutual Funds

  • CI Investments

  • Dynamic Funds

  • Excel Funds

  • Fidelity Investments

  • Franklin Templeton Investments

  • IA Clarington Investments

  • Invesco

  • London Life (segregated funds only)

  • Mackenzie Investments

  • Manulife Mutual Funds

  • NEI Investments

  • O’Leary Funds

  • Sentry Investments

  • Stone Investment Group

  • TD Asset Management