Our Strategic Partners

 

 

 

 

We endorse a select group of service providers who can help you achieve success.

 

 

Contact Management System

 

If you are looking for a CRM to help you proactively manage all aspects of your business, we recommend Maximizer Wealth Manager CRM which is fully customized to the financial services industry.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contact Gabriel at gabriellalonde@maximizer.com

 

                                                                                                     

 

Stunning Cards

 

If you are looking for stunning cards to deliver an exceptional client experience, we recommend Lavish Cards.  

 

 

 

 

 

 

 

 

 

Contact Cathy at lavish@shaw.ca