Our Strategic Partners
Trusted by Canada's leading financial institutions and organizations
Strategic Alliances
Partnerships with Canada's most trusted financial institutions
Certified Excellence
Recognized by leading regulatory and professional bodies
National Network
Coast-to-coast presence through strategic partnerships
Institutional Grade
Access to enterprise-level resources and expertise
Featured Partners
Organizations that trust and collaborate with us
R
Banking PartnerRoyal Bank of Canada
Partner since 2018
Strategic collaboration providing comprehensive financial services and institutional support.
All Strategic Partners
Our network of trusted organizations
Royal Bank of Canada
Banking Partner
TD Bank Group
Financial Services
Deloitte Canada
Advisory Partner
McGill University
Academic Partner
Toronto Stock Exchange
Market Access
CPA Canada
Professional Body
Certifications & Memberships
Officially recognized by Canada's regulatory authorities
Canadian Securities Institute (CSI) Partner
Financial Planning Standards Council Member
Canadian Investment Regulatory Organization Affiliate
Canada Revenue Agency Registered Advisor
Better Business Bureau A+ Rating
ISO 27001 Information Security Certified
Become a Partner
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