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Our Partners

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.

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AdvisorFlow provides solutions to advisors looking to scale their practice who want to be able to serve their existing and new clientele in a more streamlined way, allowing collection and distribution of client data online.

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Advisorsavvy is a free service helping consumers find, compare & review investment, financial & insurance professionals.

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EstateBox is revolutionizing the way people handle life and legacy planning by creating a simple and automated digital platform. Think of it as a virtual “box” containing all the important details, documents, and digital assets in a client’s life.

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Finaeo is powering the future of life and health insurance with an all-in-one platform. Their digital marketplace connects carriers, brokers and clients through a fully-integrated experience.

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Life Design Analysis is a cloud-based sales and productivity software for insurance carriers, distributors and advisors. LDA is designed to increase revenue, save time and help automate compliance.

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Pledge 1% is global movement to inspire, educate and empower every company to be a force for good. As a company, we have pledge to donate 1% of our time, product or profits.

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YSpace is York University’s community innovation hub. They support a growing number of innovators by providing space for entrepreneurs and community members alike to collaborate and connect to resources within the University and throughout the York Region.

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