Assumption Life
Blue Cross Canada
BMO Insurance
Canada Protection Plan
Canada Life
Desjardins Insurance
Empire Life
Equitable Life
- Public Site | Advisor Site
- Investment Funds Performance
- Insurance Applications & Forms
- Investment Applications & Forms
Foresters Financial
Humania Assurance
iA Financial Group
IA Assure and Go
ivari
Beneva
- Public Site | Advisor Site
- Investment Funds Performance
- Insurance Applications & Forms
- Investment Applications & Forms
Manulife Financial
- Public Site | Advisor Site
- Applications & Forms (You must log into Repsource to download this)
RBC Insurance
Sun Life Financial
UV Insurance
Assumption Life
- Illustration Software LIA (ID and password issued by Assumption Life is required for use)
BMO Insurance
Blue Cross Canada
BENEVA
Canada Protection Plan
Canada Life
Desjardins Insurance
Equitable Life
Empire Life
Illustration Software
Foresters Financial
Humania Assurance
iA Financial Group
iA Excellence
ivari
Manulife Financial
- Illustration Software (You must log into Repsource to download this)
RBC Insurance
Sun Life Financial
Serena Life Financial
The Edge Benefits
UV Insurance
Compliance Required Documents
Advisor Disclosure Form
Need Analysis
Reason Why Letter
LIRD
Code of Conduct Policy
Anti-Money Laundering
Privacy Policy
Point of Sale Disclosure
Replacements
National Do Not Call List, Anti-Spam and other Telemarketing Rules
FATCA
Financial Needs Analysis
- Critical Illness Calculator (BMO Insurance)
- Life Insurance Calculator (Manulife)
- Life Insurance Needs Estimator (WinQuote)
Retirement Planning
- Registered / Non-Registered Comparison (Sun Life)
- Retirement Savings Calculator (Sun Life)
- RIF / LIF Illustrator (Canada Life)
- RRSP Loan Planner (B2B Bank)
Investing & Saving
- Advantage of Early Investing (Canada Life)
- Growth Calculator (Fidelity Investments)
- RESP Calculator (Industrial Alliance)
Taxation
- Child & Family Benefits Calculator (CRA)
- Income Tax Refund Calculator (TurboTax)
- Payroll Deductions Calculator (CRA)
- Tax Calculator (Turbo Tax)
Mortgage & Lending
- Debt Consolidation Calculator (RBC)
- Manulife One Calculator (Manulife Bank)
- Mortgage Qualifier (Govt of Canada)
WinQuote™
The WinQuote™ term insurance comparison and information service for Canadian consumers is run on the web-based versions of the most advanced and feature packed insurance quotation, comparison and evaluation software in Canada, including LifeGuide® and CompeteCA™. These software systems set the standards for independent, multiple company life insurance software in Canada.