The APA's purpose is to provide professional liability insurance to individuals licensed to sell life insurance and mutual funds, as well as those individuals who are registered as representatives for securities sales and advisors who offer a "Fee Only" service.
The APA offers the best combination of coverage and price to deliver the best professional liability insurance value in Canada. Both Members of Advocis and non-members are welcome at the APA.
We see our Sponsorship of FAO as one of the best ways for us to listen to professional financial advisors concerning relevant issues.
The business incorporated the proprietorship operated by Gerald K. Burgess since 1980 and then amalgamated the business of J.J. Leclerc and Burgess Financial over 5 years ago.
We have a code of ethics which specifically places the best interests of clients first in every respect and we enjoy a very progressive and profitable business.
With over forty years of dental plan management experience, Accerta offers best-in-class dental plan coverage to large and small employers, government agencies and not-for-profit organizations.
Accerta partners with other leading edge benefit providers to provide you with a comprehensive benefit solution:
- drug and extended healthcare coverage through Canada 's most technologically sophisticated pharmacy benefit manager,
- out-of-country emergency medical coverage and catastrophic stop loss insurance from Canada 's leader in these fields.
E-Z Data (Canada) offers advisors their own web-based SmartOffice Online solution from a secure Canadian data centre. This virtual solution allows access to critical client information plus marketing and operational tools to collaborate with your team from anywhere internet access is available. For those rare times when internet access is unavailable, SmartOffice allows you to synchronize with an offline version of the software that allows you to take it with you. Of course, an enterprise level version is also available as is our MGA solution that is fully integrated within the single platform.
Please visit www.ez-data.ca to sign up for a free Financial Relationship Marketing Webinar. Simply click on the Canadian flag.
Traditional insurers want to offer shelf products that can be sold in significant volumes, with large potential markets. The result is that many consumers and businesses that have significant insurance needs, and the ability to pay, cannot obtain insurance in the regular market because they do not fit the risk parameters for which traditional products are designed and priced.
Infotrends Canada was founded by Rudleigh MacLean, BA, MA, BPE, MA, BEd, an adult education professional, author, former professor, and creator of courses to meet the continuing educational requirements of the financial services industry.
Recognizing the phenomenal potential of the Internet for delivery of courses at the time-convenience of the financial services agent, and the realization of cost-savings to insurance companies in their training programs, Infotrends Canada segued from "paper and classroom" to "digital and online delivery".
Achieving success as Canada's largest online provider of Continuing Education for the financial services industry was Rudleigh's dream come true. Unfortunately Mr. MacLean passed away in May 2005, after a short battle with cancer.
James Cousineau, MCP, CCT, CWD, CAS, President of Infotrends Canada, was Mr. MacLean's business partner and responsible for the transition to Internet delivery. James continues with the growth and development of the company, expansion of courses and the up-to-date technology required for course delivery online. An ever-expanding expert and knowledgeable staff in all areas of development, customer service, technology management and future planning, ensure that the continuing education provided meets the needs of the 21st Century knowledge workplace.
Infotrends Canada holds an overriding objective: "To provide up-to-date on-line courses that reflect the new knowledge workplace's needs in the areas of professional, management, and personal development continuing educational requirements for the financial services industry".
We also offer high-risk work or residency abroad insurance plans, coverage for war and terrorism, sports, custom quotes and coverage for pre-existing medical conditions.
Ingle International and Imagine Financial represent most of the major providers of special risk and travel insurance products in Canada and internationally, including certain Underwriters at Lloyds. Ingle International and Imagine Financial have representatives across Canada in the USA, Mexico and United Kingdom.
These publications publish news in the development of insurance and financial products: life insurance, property and casualty, mutual funds, information technology, etc.
Every year, many of the industry’s top financial advisors who are seeking greater autonomy and a sense of ownership choose IPG, the firm that strives to set the industry standard for quality and service.
The LifeGuide® Professional Financial software is designed, produced, maintained and distributed by CompuOffice Software Inc. CompuOffice Software Inc., a fully independent software firm and a leading designer and producer of quality software for the professions.
The LifeGuide® Professional Financial software covers the entire range of life insurance and related products, including:
- Term (all forms, incl. increasing and decreasing DB)
- T100 (all forms)
- Whole Life (all forms, incl. detailed yearly CSV and RPU figures)
- Universal Life (all forms and options, incl. detailed yearly values)
- Critical Illness (all forms with extensive product detail and research filtering)
-Long Term Care (all forms, incl. detailed side by side comparisons)
- and Specialty and Niche Products.
While covering the widest range of products, the LifeGuide® Professional Financial software also covers the largest number of products as well as the largest number of life insurance companies.
The LifeGuide® Professional Financial software is used by thousands of consumer-oriented financial services professionals and firms coast to coast. Since many years ago, LifeGuide® is widely recognized as the leader in quality, scope and value. LifeGuide® IS The Professional Choice® .
One of the many segments of the marketplace that OSI serves is assisting Canadian Advisors to place some of their difficult to issue life insurance cases in offshore markets. Problem cases may include Canadian resident clients who were declined or highly rated by Canadian based insurers due to travel, lifestyle or medical reasons, or clients who were unable to obtain sufficient underwriting capacity within the Canadian insurance market.
We provide Web-based programs for licensing and certification requirements in the Financial Services sector including Mutual Funds, Financial Planning, Insurance and Continuing Education.