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

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.


Toll free: 1 877 707-7372

[email protected]

625 rue Jacques-Parizeau
Québec QC  G1R 2G5

Ontario and Atlantic Canada

Toll free: 1 877 707-7372

[email protected]


Western Canada

Toll free: 1 877 707-7372

[email protected]