Our business

For over 90 years, we have been providing Canadians with unique, comprehensive financial plans – an integral part of their financial future – helping them get more out of their money, so they can get more out of life.

This approach to financial planning consists of helping our clients:

Save for what matters most
Live the lifestyle they want in retirement
Purchase a new home
Leave a legacy for those they care about
Minimize their taxes
Protect their families from the unexpected

Discover two career paths that bring this approach to Canadians.

Financial advisor

Help Canadians achieve their financial goals. Build a business working directly with clients – developing relationships, providing comprehensive financial plans, and helping them achieve their financial goals.

Employee

Explore multiple opportunities with our corporate team. Grow your career with a leading organization - focused on supporting people in communities across Canada, and playing an intricate role in improving our clients' financial well-being.