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
- Administrative documents
- Sample policies
Shortcuts to keep it simple
Get in touch with our team
All the support and people you need, from sales to partner services. We're just a click or call away.
Ontario and Atlantic Canada
7150 Derrycrest Drive
Mississauga ON L5W 0E5