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
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!
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625, rue Jacques-Parizeau
Québec (Québec) G1R 2G5
Ontario et provinces atlantiques
7150, Derrycrest Drive
Mississauga (Ontario) L5W 0E5