Our partners

Strategic alliances that enhance your success

It takes a village to build a thriving financial services practice

We believe in the power of strategic partnerships to deliver comprehensive solutions for our clients. We're experts at identifying growth opportunities, developing strategies, implementing change, and creating compelling content. But when it comes to specialized areas like technology platforms, CRM systems, or talent acquisition, we prefer to collaborate with professionals who live and breathe those disciplines every day.

Our carefully selected partner network extends our capabilities and ensures you have access to best-in-class expertise across all aspects of your business.

Tech partners

Agentiiv

The best AI solution out there. Agentiiv provides specialized AI agents powered by leading frontier AI models. If you can interact with a human, Agentiiv can instantly create capacity within any function of any business.

Convoboss

Your Local SEO and Google Business powerhouse. With heatmapping, search trends and business listing synchronization across 50 different databases, Convoboss can take your Google Business profile and local search performance from zero to hero.

Digital Agent

Professional looking websites, with functionality and configuration specifically designed for financial advisors and Canadian consumers.

Hootsuite

The ultimate social media platform management platform for growth.

Upcontent

Upcontent turns content into action by intelligently recommending the most engaging content to spark a conversation with clients and prospects.

Strategic alliances

AdvisorFlow

AdvisorFlow simplifies the way you engage with your clients, so you can focus on what truly matters – building meaningful relationships. It streamlines the entire intake process, from document collection to seamless communication. It's everything you need, and more.

BlueElephant

Your one stop shop for branded marketing and promotional collateral. They don’t just brand products, they create experiences.

Blueprint CRM

Your strategic CRM partner. Blueprint works to understand the unique needs of every advisor practice and transforms their CRM from being a burden, to becoming an asset that enhances client relationships and business operations.

RadPotential

Specializing in helping companies assess sales team hires based on confident, data-driven decisions. They don’t just help you grow, they build a revenue engine for your business.

Vantage Talent Group

Recruit and refine high-performing teams. Vantage Talent Group delivers practical, results-driven solutions for the financial services sector, with strategies crafted by professionals with firsthand industry experience.

HeyAdvisor

HeyAdvisor boasts a large library of videos and infographics, aiding independent financial advisors and firms throughout Canada with prospecting and client outreach. HeyAdvisor makes financial wisdom not just accessible but truly captivating.

We believe in collaboration over competition

Rather than trying to provide every service ourselves, we focus on our core strengths while building relationships with the best providers in complementary areas. This approach ensures our clients receive expert-level service in every aspect of their business development while maintaining the strategic coordination and oversight that drives success.

Our partners share our values of integrity, expertise, and client-focused service delivery. They understand that successful client outcomes require collaboration, communication, and shared commitment to excellence.