|
Canadian Life Insurance Carriers & MGA
|
Manulife Insurance
Equitable Life Sun Life Canada Life SSQ HUB Financial |
|
Tax Accountants
|
DMCL
Manning Elliot D&H Group |
|
Estate Lawyers & Trusts
|
Clark Wilson
Richards Buell Sutton Solus Trust |
|
Business Consultants
|
Bellrock Benchmarking Inc.
|
|
Industry Partners
|
Advocis
The Institute for Advanced Financial Education |
|
Technology
Legato has implemented each of these online technologies in order to meet Canadian standards for data privacy and security as well as to minimize or eliminate printing paper.
|
Salesforce.com
Box.com Docusign Zoom 5.0 |
