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Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.
 

Helping investment advisors compete against “free”

Taking on the “robo-advisors” won’t be easy. That’s why providing “product pitchers,” “assets allocators,” “model matchers” and “stock pickers” with the right tools is so important.
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We're Sun Life Financial


As a leading Canadian-based financial services company, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate customers around the world.
 

Help your clients create the legacy they want

Intergenerational wealth planning is critical to their success … and yours

BMO Global Asset Management is a global investment manager delivering service excellence from 27 offices in 17 countries to clients across five continents. BMO Global Asset Management strives to offer clients innovative financial solutions, sophisticated insights and perspective, and exceptional service. Its investment offerings include a comprehensive suite of ETFs, mutual funds and managed solutions to help clients meet every investment objective.

Help your clients invest according to their principles

They don't have to forgo returns to invest responsibly

Sprott Asset Management offers innovative products to address today's investment challenges. Sprott is a leader in Alternative Income, offers the broadest range of Real Asset funds in Canada, and its Core Equity and Fixed Income strategies provide a unique alternative to traditional core solutions.

Using alternative investment strategies to strengthen your clients’ portfolios

How to find alternative solutions to help you address today's significant investment challenges