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We strive to operate at an elite level, enabling us to provide sophisticated, customized solutions to suit our clients' unique needs. Below you will find a brief description of some of the organizations that we are involved with:


Wealth and Insurance Solutions Enterprise (WISE)

WISE is comprised of industry-leading advisors who are focused on meeting the complex needs of affluent business owners and professionals. The WISE consists of an elite group of only 150 principals across Canada.

Conference for Advanced Life Underwriting (CALU)

CALU is a national professional membership association of established financial advisors (life insurance, wealth management and employee benefits), accounting, tax, legal and actuarial professionals. For 25 years CALU has engaged in political advocacy and government relations activities relating to advanced planning issues on behalf of its members.

CALU’s mandate is to advance member interests specific to advanced financial planning issues which include the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

Million Dollar Round Table (MDRT)

Qualified Lifetime Members

Driven by the highest standards of ethics, knowledge, service and productivity, the MDRT comprises the world’s leading life insurance and financial service professionals. The global, independent association is internationally recognized as the standard of excellence within the industry, providing its members access to the best educational, networking and personal development opportunities available.

International Foundation of Employee Benefit Plans (IFEBP)

The IFEBP is dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information.

The International Foundation delivers research findings, education and networking opportunities to benefits professionals who rely on us for objective, accurate and timely information. 

Financial Planning Standards Council (FPSC)

FPSC develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® certification. 

FPSC is dedicated to driving value and instilling confidence in financial planning. As a standards-setting and certification body, FPSC ensures CFP® professionals and FPSC Level 1® Certificants in Financial Planning meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. 

Advocis, The Financial Advisors Association of Canada

Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. We are the home and the voice of Canada's financial advisors. Through its predecessor associations Advocis proudly continues a century of uninterrupted history of serving Canadian financial advisors, their clients, and the nation.

Advocis is committed to professionalism among financial advisors. Our members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first. 

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