Advice in your community

Advice that starts with you, in your community

Our network of Financial Advisors is embedded in communities from coast to coast to coast. As members of the community, they have built meaningful relationships with our clients — relationships that enable them to provide tailored advice and solutions that fit their unique needs.

Learn more about our community-centred approach (pdf)

We lead in client satisfaction

In 2022, Pollara Strategic Insights surveyed home and auto insurance clients across the country to determine how likely consumers are to recommend a business. For the second consecutive year, we are ranked in the number one spot in both home and auto.

#1 Home


#1 Auto (Tied for first place)


“I enjoy what I do because at the end of the day I am helping my clients in their time of need, supporting them in reaching their financial goals. I know the impact my advice and experience can have on a family and their needs.”

Bill Bachra, Financial Advisor and Mutual Fund Representative