Clients

Clients using our financial applications

Advisor Centric Marketing Inc.
Armstrong & Quaile Associates Inc.
Assante Capital Management
Assurance Gaston Boily
Axa services financiers
Banco de Bogotá Panamá
Brownstone Investment Planning Inc.
C.P.S.F.B.R. inc
Canadian First Financial Centres
Caron Groupe Financier
Cartile Financial
CIBC Assets Management
CIBC Private Investment Counsel
CIBC Wood Gundy
CMG - Worldsource Financial Services
Crawford, Graham & Associates
Credential Financial Strategies
Credential Securities
DD Humes Financial Services Inc.
Desjardins sécurité financière
Dundee Securities Corporation
Dynamic Funds
FAIRE
Finex Financial Corp
Force Financier Excel
FundEX Investments Inc.
Gestion FÉRIQUE
Gestion Steval Inc.
Global Maxfin
GP Wealth Management
Groupe Financier Everest inc.
Groupe Financier Performa Ltée
Groupe indépendant de planification Pratte & Associés
Guardian Assets Management
HSBC Securities (Canada) Inc
Independent Accountants’ Investment Group Inc.
Industrielle Alliance - Fonds Rothchild
Industrielle Alliance Valeurs Mobilières
Interglobe Financial Services Corp.
Investia Financial Services Ltd.
Investia Services Financiers
IPC
IPG
La Capitale
Leith Wheeler Investment Funds
Les services d'investissement QUADRUS
Levesque Benoit et associés
Manulife Securities
MGI Wealth
MICA Capital Inc.
Multi Courtage Capital
National Bank Financial
NCA Financial Management
NCB Capital
Nordic Baltic Aid Capital ApS
Oehler Financial Consulting Ltd.
Ontario Investment Education Fund
Partners in Planning
PEAK
Peter Brown Financial Group Inc.
Pilote Finances Services Conseils
Placements Optifonds
PLANIFICATION FINANCIERE IFP
Planist (Stratégie financière Impact inc.)
Porvenir (Columbia)
Preferred Advisory Group
Professional Investment Services (Canada) Inc.
R. B Lachance & Associates Ltd.
Services Financiers SFL
Société de services financiers fonds FMOQ Inc.
Standard Life Assurance Company of Canada
Sun Life Financial
TEN STAR Financial Inc.
The McDougall Group