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feel supported every day

operational support

We are here to help.

HR, Payroll & Benefits

We provide everything you need to ensure you and your staff are paid, with compensation tracking &  reporting, tax slips, and direct deposit. We also provide corporate policies for Human Resources for staff, and offer a robust benefits plan for everyone to join from Day 1.

events, Marketing & design

With a team that can deliver expertise in marketing, graphic design, communications, social media, and event management - we are well equipped to guide you and your team to marketing success!


We manage contracting for insurance-licensed advisors, and contracting is automatic with all Portfolio Managers with a referral arrangement in good standing with NOW.

training & mentorship

Our team of seasoned advisors and specialists have a combined 300+ years of industry experience. Why not leverage this to take your own expertise to the next level?