Our goal is to help you achieve yours. That’s why we take the time to understand your business goals, as well as the challenges and opportunities surrounding them. Then, we bring in tailored solutions that can help you elevate and achieve your vision of success.
When you partner with us, you receive access to a fully customizable suite of services and support, specifically designed to amplify your success.
High-end capabilities and solutions
Open new opportunities, specialty market specific programs & services, and deliver expertise across the landscape of the industry.
Holistic and agnostic industry expertise
Strong industry partnerships: valued, long-standing carrier and industry partnerships to simplify your needs today and actively bolster and enrich your business for the future.
Service excellence
Dedicated team that is singularly focused on helping you process your business with ease. Financial Horizons brings an abundance of experience in operations, contracting and advisor sales reporting.
Market-specific recognition, development and education (your community)
Regional and local events focused on your growth and uncovering practice development opportunities.
Digital and technology
Best-in-class digital capabilities, tools, expertise and tailored services to help you adapt technology and create a modern experience for clients.
Our local support team under the banner of Advice Canada is focused on your business success and delivering high-quality support and service to you and your team.
Your local Advice Canada relationship manager gets to know you, understands your business goals and then brings in the right experts, solutions and opportunities from Financial Horizons to get you to where you want to go.
Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.
I know that there are quite a bit of MGAs
for advisors to choose from,
but I definitely feel
from my own personal experience,
that Financial Horizons
is one of the very, very top MGAs
that we can choose, and to grow together.
Financial Horizons
really has a great team of people,
both in the front office and in the back
office, that help me run my business
because when I'm moving a case along,
it's extremely efficient.
If I need help
with anything in my business,
I'm able to get the support that I need
and they've been very proactive with me
in terms of
how can they help with my practice.
What is David Cohen and what does David
Cohen and Associates need support with?
And I've been able to grow my business
successfully because of that support.
Financial Horizons has allowed me
to venture off into advanced markets
by introducing me to the right people,
who are very knowledgeable
about those more complex strategies.
With my bigger net-worth, clients,
I love knowing that I have experts
and specialists that I can go to
a chartered accountant who steps in
and will even attend calls with me.
Advanced planning teams
to help us when we're running into
some of our large cases.
They're just a phone call
or an email away,
and they're an excellent resource
and they've always been there for me
through key resources,
through strategic partners,
education, product knowledge
and even assistance with underwriting.
So all these things become extremely
valuable on the day-to-day basis.
And help eliminate some of the stress
in my own practice, with that support.
So that support to me is invaluable.
We are constantly modernizing our advisor experience. We listen to our advisors, follow industry trends, and then act, by creating new programs and solutions that keep their businesses ahead of the curve. With a focus on leveraging digital technology, we help our advisors digitize key business activities, saving them time and making their lives easier.