OUR PARTNERS

You can receive the best guaranteed deposit rates available through numerous financial institutions through Smart Advice deposit broker service. The institutions are Federally &/or Provincially Regulated Financial Institutions providing various guaranteed deposit instruments such as GICs, short term deposits, annuities and a variety of investments that qualify for TFSA, RRSPs and RRIFs for Canadian Banks, Trust, Credit Union and Insurance Companies.

 

B2B Bank

B2B Bank is a federally chartered trust company that serves a network of some 15,000 financial professionals across key business verticals including: financial advisors and their dealerships; deposit and mortgage brokers and their firms; mutual fund and insurance manufacturers; MFDA and IIROC members.

 

BMO Financial Group

Established in 1817 and headquartered in Canada, BMO Financial Group serves 11 million personal, commercial, corporate and institutional customers in North America and internationally.

 

Manulife Bank

Established in 1993, Manulife Bank was the first federally regulated bank opened by an insurance company in Canada. It is a Schedule l federally chartered bank and a wholly-owned subsidiary of Manulife Financial, one of Canada’s leading financial institutions.

 

Manulife Trust Company

Manulife Trust is a wholly-owned subsidiary of Manulife Bank and has offices in Waterloo, Ontario and Halifax, Nova Scotia.

 

National Bank of Canada

Founded in Quebec City in 1859, the Bank has grown while striving to always earn the trust of its various stakeholders and contribute to the development of the communities it serves.

 

TD Canada Trust

Provides a full range of financial products and services to personal and small business customers. As a leading customer services provider, TD Canada Trust offers anywhere, anytime banking solutions through telephone and internet banking, more than 2,600 ABMs and a network of approximately 1,100 branches across Canada.

 

Assumption Life

Assumption Life operates in the area of financial services. Through its team of highly qualified representatives and selected partners, the company offers its clients a comprehensive range of products required for sound financial planning.

 

BMO Insurance

Introducing BMO Life Assurance Company and their new brand BMO® Insurance

An insurance company which combines the brand integrity and strength of one of Canada’s premier financial institutions with a sophisticated insurance platform designed especially for independent insurance advisors like you and for your clients.

 

Canada Life

Canada Life offers a wide range of insurance and wealth management products and services for individuals, families and business owners from coast to coast.

Canada Life’s savings and investments, retirement income, life, disability and critical illness insurance products are available from independent brokers who are licensed representatives of Canada Life.

 

Desjardins Insurance

Desjardins Insurance, a subsidiary of Desjardins Group, the largest integrated cooperative financial group in Canada, specializes in providing life insurance, health insurance and retirement savings products to individuals and groups.

 

IA Excellence

Founded in 1963, Excellence flourished until they were aquired by Industrial Alliance in 2007. Continuing to grow, we have expanded to the Atlantic and Western Provinces from our foundings in Quebec.

 

Industrial Alliance

Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

 

Manulife Affinity Markets

Affinity Markets plays a unique role within Manulife Financial’s family of business units. Affinity Markets is a business unit forming part of Manulife Financial’s Canadian Division, and provides a broad range of life, health, travel and creditor insurance products to professional and alumni associations, retiree organizations, financial institutions, retailers and other specialty distribution channels.

 

Manulife Financial

Manulife Financial’s vision is to be the most professional life insurance company in the world, providing the very best financial protection and investment management services tailored to customers in every market we do business. The Manufacturers Life Insurance Company was incorporated in 1887.  Manulife recently purchased Zurich Life.

 

Equitable Life Insurance of Canada

Canadians have turned to Equitable Life
since 1920 to protect what matters most. We work with independent advisors across Canada to offer Individual Life and Health, Savings and Retirement
and Group Benefits solutions to meet your needs.The Equitable Life Insurance Company of Canada is a member of Assuris. Assuris is the not for profit
organization that protects Canadian policyholders in the event their life insurance company fails.

Smart Advice represents leading Canadian insurance companies to service and distribute insurance and investment products to consumers through our valued advisor network. Each partnering company has diverse offerings, strengths and benefits to best suit the needs of the customer, and with advice from your advisor, you can be confident in the high quality companies presented to you for your insurance and financial portfolio.

Assumption Life

Assumption Life operates in the area of financial services. Through its team of highly qualified representatives and selected partners, the company offers its clients a comprehensive range of products required for sound financial planning.

BMO Insurance

Introducing BMO Life Assurance Company and their new brand BMO® Insurance

An insurance company which combines the brand integrity and strength of one of Canada’s premier financial institutions with a sophisticated insurance platform designed especially for independent insurance advisors like you and for your clients.

Canada Life

Canada Life offers a wide range of insurance and wealth management products and services for individuals, families and business owners from coast to coast.

Canada Life’s savings and investments, retirement income, life, disability and critical illness insurance products are available from independent brokers who are licensed representatives of Canada Life.

Desjardins Insurance

Desjardins Insurance, a subsidiary of Desjardins Group, the largest integrated cooperative financial group in Canada, specializes in providing life insurance, health insurance and retirement savings products to individuals and groups.

IA Excellence

Founded in 1963, Excellence flourished until they were aquired by Industrial Alliance in 2007. Continuing to grow, we have expanded to the Atlantic and Western Provinces from our foundings in Quebec.

Industrial Alliance

Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

Manulife Affinity Markets

Affinity Markets plays a unique role within Manulife Financial’s family of business units. Affinity Markets is a business unit forming part of Manulife Financial’s Canadian Division, and provides a broad range of life, health, travel and creditor insurance products to professional and alumni associations, retiree organizations, financial institutions, retailers and other specialty distribution channels.

Manulife Financial

Manulife Financial’s vision is to be the most professional life insurance company in the world, providing the very best financial protection and investment management services tailored to customers in every market we do business. The Manufacturers Life Insurance Company was incorporated in 1887.  Manulife recently purchased Zurich Life.

Equitable Life Insurance of Canada

Canadians have turned to Equitable Life since 1920 to protect what matters most. We work with independent advisors across Canada to offer Individual Life and Health, Savings and Retirement
and Group Benefits solutions to meet your needs.The Equitable Life Insurance Company of Canada is a member of Assuris. Assuris is the not for profit organization that protects Canadian policyholders in the event their life insurance company fails.