Our Alliances

We are proud of our strategic business partners as they represent solid, proven strengths and the highest of standards in the financial planning industry.

Craig & Taylor Associates and Insurance Agency Limited

Founded in 1985, the company provides risk management solutions in the area of life insurance, critical illness, long-term care, disability insurance and group plans.

IPC Investment Corporation

Investment Planning Counsel (IPC) is one of the country's fastest growing independent financial planning networks because of the service excellence and uncompromising support they deliver to advisors and their clients. IPC is majority owned by IGM Financial Inc. (IGM Financial), IGM Financial is one of Canada's premier personal financial services companies, and the country's largest manager and distributor of mutual funds and other managed asset products. It has $78.8 billion of mutual funds under management.

Mutual funds offered through: