Partners

We have partnered with RBC Capital Markets a subsidiary of the Royal Bank of Canada. RBC is one of the largest and best capitalized financial institutions in the world carrying the highest credit rating of any bank in North America.

We represent some of the best mutual fund companies on the planet including American Funds, Alliance Bernstein, Allianz, Franklin Templeton, Invesco, Pimco, Blackrock and JP Morgan funds.

We represent some of the largest insurance companies in the world including Prudential, Pacific Life, AIG, Principal, Hartford, AXA, Lincoln and John Hancock.