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.

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.

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

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.

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.

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.