Stewart & Kett Financial Advisors Inc.

For over 25 years, Stewart & Kett Financial Advisors Inc. has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations.

Genova Private Management Inc.

Genova Private Management is an independent personal financial management firm. We provide integrated planning, reporting, tax and portfolio management services to affluent Canadians and their families. We help clients secure their lifestyles and legacies through our common sense approach to investing and financial management.

AdvisorFlow

At AdvisorFlow, we address the crucial need for intuitive technology within the Canadian financial advisory landscape. Our cutting-edge solutions empower financial advisors to deliver a superior user experience, facilitating the streamlined online collection and distribution of client data to scale their practices effectively. Focused on four key areas, with more to come, our platform offers: Automated Lead Data Gathering: Streamline lead data collection and profiling through our introductory questionnaire. Integrated Financial Overview: Provide a comprehensive financial snapshot, including net worth and cash flow. Risk Tolerance Profiling: Enhance the KYC (Know Your Customer) process through robust risk tolerance profiling. Insurance Needs Analysis: Deliver valuable insights into insurance requirements. All services are securely delivered through our cloud-based platform within the AWS ecosystem. Advisors can personalize documents to showcase their brand identity, fostering strong client relationships. Financial planning involves continuous assessment across various domains—cash flow, retirement, income protection, and estate planning. AdvisorFlow equips advisors with intuitive technology, enabling them to guide more Canadians towards a confident financial future in an enjoyable and efficient manner. Importantly, our technology is independent of financial institutions, and data ownership rests with the advisors who register and agree to our terms of service. Join AdvisorFlow and revolutionize your practice with technology that puts you in control.

Chazz Insurance Inc.

Chazz Insurance Inc. is a full service insurance & wealth management agency licensed in Ontario & Alberta representing The Co-operators. We offer auto, home, business, group, travel and life insurance. We also offer wealth products to include, children's RESP's, TFSA's, RRSP's and Non-Registered Savings Accounts. Reach out today to start a plan that is right for you. Chazz_Insurance_Inc@cooperators.ca or 1 (866) 462-4299. - 2018 #2 Individual Life agency based on premium production. - 2018 #2 Auto Agency based on policy count and premium production. - 2018 #2 Agency for underwriting gain based on premium production. - 2018 Executive Builder recognition for excellence in production and client service. - 2018 National Quality Award for quality business excellence in life insurance sales and service to Canadian consumers. - 2018 Triple Crown Club for excellence in client service. - 2017 Executive Builder recognition for excellence in production and client service. - 2017 Triple Crown Club for excellence in client service. - 2017 #1 Agency for underwriting gain based on premium production. - 2016 #3 Individual Life agency based on premium production. - 2016 Executive Builder recognition for excellence in production and client service. - 2016 Triple Crown Club for excellence in client service. - 2015 Triple Crown Club for excellence in client service.

D H Roberts Financial Group Inc.

Financial planning is a complex environment. We provide clear solutions in a concise, easily understood manner that enables smart decision-making. Our services are designed to meet the needs of professionals and of business owners seeking to build a smart, secure, and thoughtful financial future. By aligning our expertise and strategic thinking with your goals, we promote financial freedom. We do this by combining our expertise and strategic insight with client context. Whether we are assisting our clients in making sound business decisions, identifying strategic ways to manage their wealth and protect their investments, or taking the right approach toward retirement or estate planning, our approach is based on our core values. DH Roberts Financial Group Inc. provides Halifax and area business owners & professionals with financial advice, insurance planning, wealth management planning, financial planning, risk management, and financial services. Based out of Fall River, Nova Scotia