About Our Sponsors
Geller Insurance Our work is performed independently of any insurance company, financial institution, trust company, individual client, or group of clients. We operate on behalf of our clients with the objective of providing brokerage and consulting services rather than promoting insurance company products.

The Group Benefit Gang Breakfast The voluntary public benefits listing/guest book provides an opportunity for you to easily contact one another. Remember that the data you enter is PUBLIC information available to anyone. Being added to the listing above does NOT automatically add you to the email breakfast invitation list.

APA (Advocis Protective Association) The Advocis Protective Association (APA), like CALU and Advocis, is part of the Financial Advisors Association of Canada. These organizations are all directed by practicing advisors and provide a variety of first-class services to advisors.

The APA's purpose is to provide professional liability insurance to individuals licensed to sell life insurance and mutual funds, as well as those individuals who are registered as representatives for securities sales and advisors who offer a "Fee Only" service.

The APA offers the best combination of coverage and price to deliver the best professional liability insurance value in Canada. Both Members of Advocis and non-members are welcome at the APA.

We see our Sponsorship of FAO as one of the best ways for us to listen to professional financial advisors concerning relevant issues.

Burgess Leclerc Financial Group Inc. BLFGI and BLFG handle Financial Planning, Life insurance and investments in Mutual Funds, Seg Funds and high interest savings accounts for approx. 350 clients.

The business incorporated the proprietorship operated by Gerald K. Burgess since 1980 and then amalgamated the business of J.J. Leclerc and Burgess Financial over 5 years ago.

We have a code of ethics which specifically places the best interests of clients first in every respect and we enjoy a very progressive and profitable business.

Desjardins Financial Security The history of Desjardins Financial Security is marked by innovation and the acquisition of companies. Desjardins Life Assurance (DLA) was created in 1948. Although initially selling only individual life insurance, the new company quickly added several innovative group and retirement savings products to its roster, including family insurance, loan insurance, accident insurance for school children and savings-life insurance.

DLA grew in size over the years with the merger of some 20 or so insurance companies and portfolios. In 1999, with the introduction of the Act respecting the distribution of financial products and services in Quebec, Desjardins caisses were able to start selling the company's full line of life and health insurance products. Desjardins-Laurentian Life Assurance (DLLA) then set up a team of financial security advisors dedicated to caisse members.

Other mergers followed in 2000, first with the Laurentian Life and Health Insurance Corporation, then Imperial Life, which led to the creation of DFS in 2002. The new company, which oversees the financial security of some 5 million Canadians, is now a major player in the Canadian life and health insurance industry.

BFG Financial (Ontario) Inc. BFG Financial (Ontario) Inc was formed in late 2008 with the amalgamation of four MGA’s in Ontario, some of whom have been in business since the early 80’s: Faiella Financial Group, operating throughout northern Ontario; Life Management Financial Group in Toronto & Thornhill; Ontario East Insurance Agency, with offices in Toronto, Ottawa & Kingston; and Paradigm Financial Advisors, offices in Chatham & London. BFG Financial (Ontario) Inc. was formed with a view to obtain operating efficiencies, and cost savings in the areas of: new business and inforce processing and service; marketing; communications; advanced selling strategies; and to strategically position ourselves for further growth opportunities.

The partners of BFG Financial founded the organization on five tenants: The significant importance of our relationships with our Advisors; the value of quality service and the use of technology to enhance this service; marketing support and business development to help Advisors grow their practice; a contractual relationship which recognizes independence, vesting of renewals and ownership of the business; and fair compensation. ‘We are dedicated to a relationship that promotes the success of our Advisors.’

A founding member of BridgeForce Financial Group, BFG Financial has the strength and scope of the largest Canadian owned national MGA in Canada. Our volumes through BridgeForce enable us to offer a range of competitive products, marketing information and services from sixteen Insurers. Our Advisors have a choice of Sales & Marketing presentations by our supplier companies; Professional Development Days; access to our state of the art technology - My Illustrations, our online illustration system, the W.insurance back office system which tracks new and inforce business, w-connect, providing electronic trades and consolidated segregated fund reports, and our weekly electronic newsletter, chocked full of pertinent information for your practice.

To discover more about us email info@bfgon.com, or www.bridgeforcefinancial.com, you will be glad you did.

Coast to Coast Provinces Plan Coast to Coast Provinces Plans is a National service/benefits provider that specializes in providing Life and Health plans to Canadian residents.

The principals of Coast to Coast Provinces Plan have 37 years experience and provide benefits throughout Canada. Our experienced brokers provide personal service at info@coastprovincesplan.ca or on our website at www.coastprovincesplan.ca, or by appointment, phone, fax or mail.

Our Mission Statement:

"To continue our role and responsibility by providing you with excellent customer service, and To continue our role and responsibility as plan developers, industry initiators and market leaders - for you - our clients and the companies we represent!"

The Canadian Institute of Financial Planning ("CIFP") The Canadian Institute of Financial Planning ("CIFP") and The Canadian Institute of Financial Planners ("CIFPs")

The Canadian Institute of Financial Planning is a distance learning education institute wholly owned by The Canadian Institute of Financial Planners ("CIFPs"). All CIFP programs are delivered through www.CIFP.ca's Web-based education portal. This innovative institute was developed to combine the strengths of traditional classroom-based learning and distance education learning together into one Web-based campus. We provide Web-based programs for Financial Planning, Retirement Planning and Continuing Education for the financial services industry. For further information on our courses, visit www.cifp.ca: email: cifpgeneral@cifps.ca or call 1-866-635-5526.

The Canadian Institute of Financial Planners is a non-profit association of Canadian CFP licensees. The association is an independent, effective, and powerful, CFP-focused advocate for the CFP certification marks and the financial planning profession in Canada. Membership is open to all Canadian CFP Licensees, Associates who have completed their pre-license educational requirements and students who are currently enrolled in a qualified CFP educational program, and concerned investors. CIFPs will advocate on behalf of its members and the CFP certification marks with regulators and the public. We will not let them forget that "CFP" represents the highest standard for financial planners - here at home, and abroad.

For further information on the CIFPs association, visit www.cifps.ca: email cifps@cifps.ca or call 1-866-933-0233.

Copoloff Insurance Agencies Inc.
  • Founded in 1964
  • One of Canada's largest independent MGAs
  • Major resource for problem cases
  • Full line of outstanding products and services
  • Innovative sales ideas and training
  • Strategic marketing and field support
  • National network
  • Custom-designed products

Copoloff Insurance Agencies Inc. is a leading edge insurance brokerage and financial services house, marketing products from some of Canada's strongest Insurance Companies and Financial Institutions. For over 40 years Copoloff has been committed in providing quality expertise and products to its loyal network of advisors throughout the country.

We thrive on personal contact, excellence in product knowledge, development and sales training, creative marketing, fast and accurate service, and absolute integrity. What we promise, we deliver. Guaranteed.

For more information, or to inquire about joining our team, please call us at (514) 731-9605 or 1-888-COPOLOFF (267-6563). You can also e-mail us at copoloff@copoloff.com.

Doucet McBride LLP Doucet McBride LLP is a dynamic, progressive, full service law firm, focused on the delivery of practical and timely solutions tailored to the specific needs of our clients. Our success is the result of our commitment to providing results-oriented and personalized service to our clients. We utilize our drive, creativity and dedication to aggressively pursue our clients' interests, through solutions and approaches that are both practical and innovative.

Doucet McBride is primarily a full service law firm. Our lawyers have extensive trial experience before all levels of the Ontario Courts including appellate experience before the Divisional Court, the Court of Appeal and the Supreme Court of Canada. We provide advice and representation in the following areas of the law:

  • construction litigation;
  • corporate and commercial matters;
  • business disputes;
  • insurance and personal injury litigation;
  • wills and estates;
  • employment and labour law;
  • administrative law; and
  • family law.

E-Z Data In 1986, long before the term CRM was even coined; E-Z Data began developing Financial Relationship Marketing solutions to support financial advisors and agencies. Today, SmartOffice is used by more top financial advisors, GA’s, and Wholesalers to manage their own one-to-one marketing and agency practices than any other software. With deep roots in Canada working with leading insurers for over 15 years, E-Z Data launched a local Canadian subsidiary while combining forces with CPU Management at the end of 2006.

E-Z Data (Canada) offers advisors their own web-based SmartOffice Online solution from a secure Canadian data centre. This virtual solution allows access to critical client information plus marketing and operational tools to collaborate with your team from anywhere internet access is available. For those rare times when internet access is unavailable, SmartOffice allows you to synchronize with an offline version of the software that allows you to take it with you. Of course, an enterprise level version is also available as is our MGA solution that is fully integrated within the single platform.

Please visit www.ez-data.ca to sign up for a free Financial Relationship Marketing Webinar. Simply click on the Canadian flag.

Hunter McCorquodale Inc. Hunter McCorquodale was established in 1996 for the purpose of offering unique niche disability and life insurance products for needs that cannot be satisfied in the regular market.

Traditional insurers want to offer shelf products that can be sold in significant volumes, with large potential markets. The result is that many consumers and businesses that have significant insurance needs, and the ability to pay, cannot obtain insurance in the regular market because they do not fit the risk parameters for which traditional products are designed and priced.

Ingle International Ingle International and Imagine Financial Ltd. offer a wide range of specialty insurance products and services specifically designed for insurance and financial advisors to round out their ability to provide the best service to their clients. We provide specialty health, accident, living benefits and life insurance products including, travel insurance (for Canadians and anyone travelling from anywhere to anywhere else in the world), student health, Visitors to Canada and Expatriate insurance plans.

We also offer high-risk work or residency abroad insurance plans, coverage for war and terrorism, sports, custom quotes and coverage for pre-existing medical conditions.

Ingle International and Imagine Financial represent most of the major providers of special risk and travel insurance products in Canada and internationally, including certain Underwriters at Lloyds. Ingle International and Imagine Financial have representatives across Canada in the USA, Mexico and United Kingdom.

The Insurance Journal An independent and objective source of strategic news and information for the Canadian financial services industry

For more than a decade, The Insurance Journal has been delivering timely, challenging and strategic news and information to Canadas financial advisors on a monthly basis. With extensive coverage of emerging developments and trends in the insurance, investment and financial planning sectors, we provide our readers with the latest knowledge and insight that they need to take their businesses to the top.

The Insurance Journal is part of a Canadian-owned publishing group that owns four publications: The Insurance Journal, Le Journal de lassurance, FlashFinance.ca, Qu‚bec inc. Combined, these publications deliver information to approximately 85,000 financial advisors, financial planners and insurance professionals in Canada, as well as thousands more informed investors and business people.

In addition, every fall the company hosts The Insurance and Investments Convention, one of the Canadian financial industrys best attended events, featuring first-rate speakers, a recruitment job fair and a not-to-be-missed tradeshow.

The Insurance Journal publishing group is a private company that operates independently of any insurance industry association or agency, and is financed solely through advertising and subscription revenues.

Independent Planning Group Inc. Establishment in 1990, Independent Planning Group Inc. (IPG) and it's insurance division, IPG Insurance Inc. has evolved into an independent diversified Mutual Fund Dealership and Insurance Distribution (MGA) centre with its head office at 35 Antares Dr. Ottawa, Ontario. Over 35 branch/sub-branch offices and 185 financial advisors are associated with the firm managing their 35,000 clients $2 Billion of assets.

Every year, many of the industry’s top financial advisors who are seeking greater autonomy and a sense of ownership choose IPG, the firm that strives to set the industry standard for quality and service.

IPG Insurance Inc.’s underwriting team works jointly with advisors and distribution companies to handle any complex issues, from pre-underwriting to post-approval, that arise in securing the best insurance decision for clients. As the need arises, our Advanced Case team will work with you and your high net worth clients.

Other resources you will have access to include:
  • 24/7 access to state-of-the-art back office technology
  • Professional development seminars
  • Secure document management system
  • LifeGuide online quote system

LifeGuide® The LifeGuide® Professional Financial software sets the standards for independent life insurance and financial product research, evaluation, comparison, information and quotation software.

The LifeGuide® Professional Financial software is designed, produced, maintained and distributed by CompuOffice Software Inc. CompuOffice Software Inc., a fully independent software firm and a leading designer and producer of quality software for the professions.

The LifeGuide® Professional Financial software covers the entire range of life insurance and related products, including:
- Term (all forms, incl. increasing and decreasing DB)
- T100 (all forms)
- Whole Life (all forms, incl. detailed yearly CSV and RPU figures)
- Universal Life (all forms and options, incl. detailed yearly values)
- Critical Illness (all forms with extensive product detail and research filtering)
-Long Term Care (all forms, incl. detailed side by side comparisons)
- and Specialty and Niche Products.

While covering the widest range of products, the LifeGuide® Professional Financial software also covers the largest number of products as well as the largest number of life insurance companies.

The LifeGuide® Professional Financial software is used by thousands of consumer-oriented financial services professionals and firms coast to coast. Since many years ago, LifeGuide® is widely recognized as the leader in quality, scope and value. LifeGuide® IS The Professional Choice
® .

Lasanaltech Inc. Headed by Laszlo Szasz, as a life insurance brokerage firm, we specialize in the tailoring of plans with multiple interacting insurance components to enhance the benefits for our clients. We are nationally recognized as the producer of the LILA® concept.

HostWeb-Keshir Inc; Professional financial news, references, resources and calendar of events.

PPI Financial Group PPI Financial Group is the leading national distributor of life and health insurance products focused on the high net-worth market.

Our experienced management team has strategically positioned PPI as the market leader in the high net-worth sector by offering proprietary leading edge financial solutions through one of the most successful and committed financial networks in Canada.

Independent agents who become PPI Associates are experienced industry professionals committed to providing their clients with customized solutions to meet their unique circumstances. Over the years they have proven themselves to be consultative advisors who have built client relationships based on trust and respect.

In PPI our Associates find an organization as committed to being their value-added service provider as it is to building enduring relationships. Our focus is on their success.

Underwriting Experts Underwriting Experts is an organization of impaired-risk specialists established to assist life insurance agents find alternative underwritten solutions for sub-standard clients; those who have been previously rated or declined by traditional insurance suppliers.

Basically, we are experts in handling difficult cases. When appropriate solutions are not available in Canadian markets for clients with medical impairments, we provide agents with a selection of other options, programs and services otherwise unavailable in Canada .

Through our affiliate, Oliver Financial, we have worked diligently to establish a wide variety of substantial relationships with International insurers and senior underwriters. With their ongoing support, advice and recommendations, our team has developed the expertise required to assess challenging cases and excel in the impaired risk market.

Wise Riddell Financial Group Wise Riddell Financial Group (Barrie) Limited is a Marketing and Distribution Centre serving Independent Insurance and Financial Advisors.

The Wise Riddell Financial Group Advantage:
  • Exclusive in-house new business and policy service;
  • Non-competing sales and marketing support;
  • Access to top insurers in Canada;
  • Web-based business tracking;
  • Creative, custom solutions.
Wise Riddell is:
SMALL ENOUGH to provide personalized service; and BIG ENOUGH to provide access to top insurance carriers and leading edge web-based business processing and tracking.

That is our purpose as a business enterprise.

Wise Riddell understands the critical importance of this one core principle:
There is no true opportunity for our firm unless we first create value for you, the independent financial advisor!