Our partners in designing smooth and secure wealth creation:
Aviso is our carrying broker. They have a robust, comprehensive, customizable suite of wealth management and investing solutions. www.aviso.ca
Mako Fintech is our workflow automation partner.
Their solutions are the best in the business, easy to use,
and provide an integrated view from client to advisor to
compliance to back office. makofintech.com
Qtrade is our online trading platform. It is Canada’s #1 online trading platform offering trading for advisors as well as clients. You enjoy line of sight into all assets – including the assets clients manage themselves. https://www.qtrade.ca/en/investor/signup.html?partner=designed