Would you like to become a partner in an organization whose aim is to unify the profession by serving financial services professionals? Do you wish to actively contribute to the success of Le Conseil?
Join us and our partners and become part of a proud, interrelated community.
For more information regarding our programs, contact us via email at [email protected].
Partners offers for members
FUND RATING TOOL
Find, analyze, evaluate, enhance and balance your funds and portfolios by category, sector or family, amongst all the funds available in Canada. Retain and convert clients with the help of arguments, backed by Kolortrak. Increase your clientele by generating leads for your potential clients.
12 month subscription – $ 1,080.00 + taxes
Le Conseil gives you back 25%. That’s $270! *
BUSINESS PROCESS MANAGEMENT SYSTEM
iGeny PRO is the first business process management system designed for financial security advisors. The platform saves you time and money by helping you with the processing of new business, the management of service requests, and the automated communications.
Month subscription – $125.00 +taxes
Le Conseil gives you back 25%. That’s $375 annually! *
*Le Conseil cash back
To obtain your cash back, you must obtain the Hello Visa* Prepaid Card. Cash back will be made on the card.
Hello Visa* Prepaid Card is issued by Peoples Trust Company pursuant to licence by Visa Int. *Trademark of Visa International Service Association and used under licence by Peoples Trust Company.