“Best-in-Class” Implementation Solutions
A successful fee-based financial planning process is only complete when you can assist your clients with proper implementation. Our relationships with Best-in-Class discretionary portfolio management teams across Canada, our maximum bonus MGA or our Top Guns Network™ for those unique implementation needs, provides you with the most competitive platform to handle the most unique implementation requirements.
“Best-in-Class” Portfolio Management Solutions
Our “Best-in-Class” discretionary investment and portfolio managers from across Canada deliver targeted investment experiences so that clients can align themselves with an investment discipline that best resonates with them.
Our Portfolio Manager Spectrum™ mind map provides financial planners with an effective tool for initiating better investment conversations with their clients to reveal the best investment options available.
Whether they prefer low-cost passive ETF solutions, the transparency of a focused individual stock portfolio or alternative strategies designed to properly remove market risk, interest rate risk and correlation risk, the discretionary investment solutions available to our financial planning syndicate members and their clients are second to none.
On their own, investors often lack both understanding and discipline. They allow themselves to be swayed by headlines and advertisements surrounding the “investment du jour”—and often destroy their wealth instead of growing it.
Our financial planners are a crucial factor in the client-advisor relationship, because the greatest obstacle to clients’ long-term investment success is often themselves.
“Best-in-Class” Maximum Bonus MGA
Financial planning syndicate members are invited to become part of our Maximum Bonus MGA, which allows them to retain complete ownership of their insurance business and to ensure they always earn the highest bonus payouts in the industry.
They instantly become part of a community of the most respected insurance practitioners in the country. There are no production requirements and they have access to the best insurance companies in Canada. This gives them the confidence and ability to deliver the best insurance solutions to their clients.
