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.
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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.

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.

Natlalie is a brand strategist for financial advisors who want to grow online. Her advisor coaching program turns advisors into authorities by helping them to clarify their personal brand. Natalie helps advisors be seen an an expert within their niche and achieve online growth.

Planworth is a B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.

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.

SideDrawer is a collaborative digital vault designed for efficiency + privacy. Their platform improves the client experience around collaboration and organization and is used by advisors to securely collect and share sensitive client data and documents.

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.