Access the best financial solutions for your customers
Several partner companies, a single network, the best recommendations.
Why multi-solution access changes everything
Independence for the advisor means freedom of product choice
One supplier is not enough. Every customer has a different story, a different need and a unique financial situation.
A multi-solutions network enables you to offer the best recommendation without compromise. You become an independent advisor, offering tailored, optimized solutions.
Our solution categories
All the protection and strategies your customers need
Life insurance
Temporary, permanent, universal. Flexible solutions to suit all budgets and asset objectives.
Disability and critical illness insurance
Protect your customers' income and financial health with products tailored to self-employed workers, employees and executives.
Segregated funds and annuities
Guaranteed investments, professional management and capital-protected retirement strategies.
Group insurance
Solutions for small businesses, self-employed workers, owners and specialized groups.
Complementary solutions for your customers
Offer much more than financial products with direct access to a network of trusted professionals:
- Mortgage brokers
- Real estate brokers
- Group insurance brokers
- Home and auto insurers
- Accountants and tax specialists
- Other experts as required
You become a central point for all your customers' financial needs.
Our partners
More than 25 trusted companies
Technology that simplifies everything
Modern platforms for faster, clearer decisions
- Integrated CRM to manage your customers
- Product comparison tools to select the best option
- Management platforms to submit, track and analyze your files
- Link to in-house technology resources
Every step is simplified, so you can concentrate on the essentials. Serving your customers.
Exclusive Ekinox member benefits
Concrete advantages that strengthen your practice
- Group insurance for self-employed workers
- Recognition programs and exclusive benefits
- Direct access to professionals for your customers
Every step is simplified, so you can concentrate on the essentials. Serving your customers.
Dedicated administrative team
The dedicated administrative team manages your files for you: preparing documents, following up with insurers, updating files, processing claims and providing full operational support.
You save time and stay focused on your customers.
Frequently asked questions about access to financial solutions
Which companies are available?
More than 25 insurance, investment and group partners. A complete list will be provided upon integration.
Are there any exclusive products?
Some options and programs are reserved for Ekinox advisors. You are always free to choose the most suitable products.
How to choose the right product?
Our comparison tools and support help you analyze options and make the best recommendations for each customer.
Is access available from the outset?
Yes. From the moment you arrive at Ekinox, you have access to all our solutions and tools.
