What is Holistic Wealth Management?

Our vision is to equip Canadians with clarity, security and freedom through dedication to excellence in wealth management.

Testimonials – What Our Clients Say

Testimonials - What Our Clients Say
Companies & Products we Represent

Companies & Products we Represent

Insurance Providers

The principal insurance company that we represent is The London Life Insurance Company.

Through our contract with London Life we also offer certain individual insurance products from other companies made available to us through London Life’s inter-corporate relationships, namely:

  • The Great-West Life Assurance Company
  • The Manufacturer’s Life Insurance Company

In addition, we offer group insurance, travel insurance, long term care insurance, health insurance, critical illness insurance and other individual and business insurance products and insurance based investment products to address individual and business needs.

Investment Providers

Through our relationship with our mutual fund dealer Quadrus Investment Services Ltd., we have access to a wide variety of mutual fund providers including:

  • AEGON Fund Management Inc
  • AGF Funds Inc
  • AGF Trust
  • AGF Investment Inc
  • AIC Segregated Funds
  • Advisor’s Advantage Trust
  • Allianz Life Insurance
  • Altamira Investment Services Inc
  • Arrow Hedge Partners Inc
  • B.E.S.T. Discoveries Fund
  • B2B Bank
  • BMO Investment Inc
  • BMO Nesbitt Burns
  • Bank of Montreal – GIC
  • Bank of Nova Scotia
  • Beutel Goodman Managed Funds Inc
  • BluMont Capital Corporation
  • Brickburn Asset Management Inc
  • Bridgehouse Asset Managers
  • Bullion Management Services Inc.
  • CI Investments Inc
  • CIBC Asset Management Inc/Renaissance
  • CIBC Securities Inc
  • CIBC Trust
  • CIBC World Markets Inc
  • Caldwell Investment Management Ltd
  • Canada Life Assurance Company
  • Canadian Western Bank – East
  • Canadian Western Bank – West
  • Canadian Western Trust
  • Capital International Asset Management (Canada) Inc
  • Chou Associates Management Inc
  • Citizens Bank
  • Community Trust
  • Concentra Financial
  • Connor, Clark & Lunn Investment Management Ltd
  • Connor, Clark & Lunn Private Capital Ltd
  • Counsel Group of Funds
  • Desjardins Financial Securities
  • Dimensional Fund Advisors Canada ULC
  • Dynamic Mutual Funds Ltd
  • EPL Elliot & Page Limited
  • EdgePoint Wealth Management Inc
  • Effort Trust
  • Equisure Trust
  • Equitable Bank
  • Excel Funds Management Inc
  • Fidelity Advisor World Fund
  • Fidelity Investments Canada ULC
  • Fiera Sceptre Inc
  • First Asset Investment Management Inc
  • First Defined Portfolio Management Co
  • Franklin Templeton Investments Corp
  • Front Street Capital
  • Front Street Capital Company
  • Golden Opportunities Fund Inc
  • Great West Life
  • Growth Works Capital Ltd
  • HSBC Global Asset Management (Canada) Ltd
  • HSBC Trust
  • Home Trust
  • IA Clarington Investments Inc
  • ING Bank
  • Industrial Alliance Insurance and Financial Services Inc
  • IntesaBci Canada
  • Invesco Canada Ltd
  • Invesco Trimark Management Inc
  • Italian Canadian Savings & Credit Union
  • JovFunds
  • Laurentian Bank
  • London Life Insurance Company
  • MCAN Mortgage Corporation
  • Mackenzie Financial Corporation
  • Manulife AIC Investment
  • Manulife Asset Management Ltd
  • Manulife Bank
  • Maple Trust
  • Matrix Fund Management Inc
  • Mawer Investment Management
  • Meritage – National Bank Securities
  • Meritas Financial Inc
  • Middlefield Group
  • Montreal Trust
  • NEI Investments
  • National Bank
  • Navina Asset Management Inc
  • NexGenFinancial Limited Partnership
  • ONE Financial
  • PRO-Hedge Funds Inc
  • Pacific & Western Bank
  • Peace Hills Trust
  • PenderFund Capital Management Ltd
  • Peoples Trust
  • Phillips, Hager & North Investment Fund Ltd
  • Putnam Investments Inc
  • Quadrus Group of Funds
  • RBC Financial Group
  • RBC Funds
  • ResMor Trust
  • Retrocom Investment Management
  • Russell Investments Canada
  • SEI Investments Canada
  • SaskWorks Venture Fund
  • Saxon Mutual Funds
  • Scotia Mortgage Corp
  • Scotia Securities Inc
  • Sentry Investments Inc
  • Sprott Asset Management Inc
  • Standard Life Assurance Company
  • Standard Life Mutual Funds
  • Standard Life Trust
  • Stone & Co Ltd
  • Sun Life Global Investments (Canada) Inc
  • TD Asset Management Inc
  • TD Canada Trust
  • TD GIF
  • TDK Fund Management Inc
  • Talvest Fund Management Inc
  • Transamerica Life Insurance Company of Canada
  • Tricycle Capital Corporation
  • Tuscarora Capital inc
  • Value Partners Investments Inc
  • VentureLink Capital Corp

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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