Advisor Centre

Work smarter and faster

The Advisor Centre is your file management platform. You can easily view pending files and access client contract details.

Easier contract and file status follow-ups

Quickly access information about client contracts and follow-ups.

  • Search contracts
  • Search follow-ups
  • View client files: account balances, statements, transaction confirmations
  • View commission statements

Useful tools and documents

Tap into tools and documents that help you work more efficiently day to day.

  • Practical tools like financial calculators and personal needs analysis
  • Sample policies

Getting access

Advisor Centre Registration

Need a broker code? Submit your contracting documents along with your first sale.

Once your broker code has been issued, an activation email will be sent to you. That’s everything you need access the Advisor Centre!

We keep your toolbox well stocked

Contactez notre équipe

De l’équipe de ventes aux services aux partenaires, tout le monde est là pour vous offrir son soutien. Faites-nous signe!

Québec

Sans frais : 1 888 392-2583

[email protected]

625, rue Jacques-Parizeau
Québec (Québec) G1R 2G5

Ontario et provinces atlantiques

Sans frais : 1 877 526-3211

[email protected]

7150, Derrycrest Drive
Mississauga (Ontario) L5W 0E5

Ouest canadien

Sans frais : 1 877 526-3211

[email protected]

7150, Derrycrest Drive
Mississauga (Ontario) L5W 0E5