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Who we serve

Our scale and diversity of expertise means we can offer tailored solutions, no matter who you are.

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Whether you’re an individual or company, we take the time to get to know your unique needs and deliver solutions that solve your current challenges and aid in your long-term success.

  1. Get personalized advice and consultations from our expert advisors, with ongoing support and policy reviews.

  2. Benefit from integrated solutions with everything from health insurance to retirement planning under one roof.

  3. Leverage the guidance of specialized professionals across Canada with more than 20 years’ experience serving some of the nation’s largest enterprises.

Our national reach and in-house expertise allow us to serve clients at any scale: from individuals and startups to corporations and government entities.

Financial consulting

Whether planning your own budget or managing a group pension for hundreds, our certified advisors can help.

Insurance

Tailored, comprehensive protection for all of life’s and business’s unforeseen events.

Human resources

From executive searches to comprehensive group solutions, we ensure your workforce stays at its best

Every organization’s success comes down to its people. Experience group benefits and insurance solutions that go beyond protection to make workforce wellness a key driver to your organization’s success.

Discover our solutions for employers of all sizes and sectors.

Explore solutions for employers

Whether planning your financial future, optimizing a tax strategy, or protecting your most precious assets, financial decisions can be complicated. You don’t have to do it alone.

Discover tailored solutions for you and your family.

Explore solutions for individuals

Access more than administrative support—tap into a comprehensive suite of services designed to help advisors grow, stand out, and operate more efficiently. These solutions are built to drive performance, unlock new opportunities, and deliver the competitive edge that’s essential in today’s market.

Explore solutions for advisors