Built on Trusted
Partnerships

We collaborate with trusted partners to expand our capabilities, strengthen our solutions, and deliver greater value to the people and businesses we serve.

IntelliVest partner network
TRUSTED FINANCIAL & INDUSTRY CONNECTIONS

Our Partner Network

At Intellivest Wealth Solutions, we work with trusted insurance providers, investment platforms, financial institutions, and industry organizations.

These partnerships help us offer reliable solutions, strong professional support, and access to established financial products and resources for our clients.

Explore Services
TAX, BUSINESS & FINANCIAL SUPPORT

Insurance and MGA Partners

Trusted insurance and MGA partners providing access to reliable coverage and a broad range of solutions.

ivari
Foresters Financial
Canada Life
RBC
iA Groupe financier
Co-operators
Blue Cross
The Edge Benefits
Travelance
Allianz
21st Century Insurance
Greatway Financial
TRUSTED INVESTMENT CONNECTIONS

Investment Dealer & Partners

We work with established investment dealers and partners to provide access to professional investment solutions and ongoing support.

Fidelity
Mackenzie Investments
CI Financial
Dynamic Funds
Manulife
Keybase Financial Group
TAX, BUSINESS & FINANCIAL SUPPORT

Government & Compliance Bodies

Our professionalism and compliance are supported by Canadian insurance and securities regulators.

Insurance Licensing & Regulation

Alberta Insurance Council
Insurance Council of British Columbia
FSRA
Alberta Securities Commission

Securities Licensing & Oversight

BC Securities Commission
Ontario Securities Commission
CIRO
Canadian Securities Administrators
PROTECTION YOU CAN TRUST

Client Protection

Your protection and financial security are reinforced through Canada’s industry-wide protection frameworks.

Assuris
CDIC
Canadian Investor Protection Fund
Government of Alberta
Government of Canada

Secure your future with Intellivest

Take the first step toward smarter, more organized financial management.