Your partner in delivering all the
financial services your clients deserve.
Welcome Dealer
The Special Services Department first started working with MFDA, MGA and financial planners across Canada in the early 90’s becoming a trusted partner. Over the years as the financial industry has evolved so have we, but one constant has remained which is the enhancement of your relationship with your client. The full suite of products and services we offer in conjunction with the services you provide allow you to never have to say no to a client.
All of what we bring to the table helps to protect your client relationship from the competitors.
Feel free to call in with question on specific situations, we always will work to find a solution.
The following video links are designed for you to email to your prospects or clients as you see fit. They introduce the referral service or specific investment structure in a generic compliant fashion.