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Expert advice for a better future

From life’s big moments to the small choices, a little guidance today can do a world of good tomorrow.

Experts for what matters

For over 170 years, Canadians across the country have relied on our promise to support their financial, physical and mental well-being with expert advice. At a time where information is coming from many sources, relying on experts is more important now than ever.

  • Your health

    Live each day to the fullest using our expert physical and mental health information, tools and resources.

  • Your finances

    An advisor has the expertise to help you take the steps day by day to reach your financial goals.

  • Your community

    Working together with small businesses and charities to support communities across the country.

Partnering with the best

We work with our partners to make sure all Canadians can get the expert advice and resources they need to support their health, finances and communities.

Imagine Canada

As the founding sponsor of their Standards Program, we have helped Imagine Canada develop programs and resources to support the charitable sector.

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We’re increasing our technical support to help the more than 23,000 advisors we work with continue to guide Canadians through uncertainty.

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Canadian Chamber of Commerce

We’re proud to support the COVID-19 Responsiveness campaign that is helping the business community access tools and resources.

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Chartered Professional Accountants of Canada

As the national development sponsor of CPA Canada’s financial literacy program, we’ve provided $1M in support since 2014 to provide free workshops and resources.

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Crisis Services Canada

We partnered with Crisis Services Canada and their trained responders to help provide a distress and crisis helpline.

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Positively impacting Canadians

We’ve contributed more than $200 million over the last 30 years, strengthening communities across the country to help improve the financial, physical and mental well-being of Canadians.

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Supporting communities across the country

Have a question about your finances?

Our advisors can spend time with you to understand your situation, answer your questions and help you build a plan.