Making your Transfer as easy as 1, 2, 3!

Quick Questionnaire

Fill out a short form and book a chat with our advisor.

Meeting 

(virtual or in-person)

A verification meeting for authenticity and compliance.

All Set!

Get online access to your new account through My Canada Life and enjoy a $100 transfer fee reimbursement*.

Investment fees are a pain in the assets!

Do you know how much your investment is costing you?

Work with Us

NO Hold-Backs

NO Advisor Management Fees
NO Lock-In Requirements
NO Penalties for Withdrawals

NO Surrender Charges

WHY

We only win when our client's win!!

Wouldn't you stay with an advisor, and their firm, once they continued to provide greater investment returns, a better advisor relationship than found at the bank, better communication and better access to information?

So...

Why are you still paying those fees?
We have outperformed the banks for over a decade, take a look at our returns compared to the other guys.