“Advisor Notes is completely flexible and has accommodated a meeting as quick as a phone call to the opening of 6 wealth contracts and complex tax/retirement planning scenarios.

It eliminates reviewing activity from the previous month. I basically have a checklist of upcoming notes and notes that require completion. We don’t miss a beat.

Furthermore, our admin team has clear direction to open accounts and process transfers.

We feel confident and safe that we are satisfying head office in the operation of a compliant practice.

Lastly, it is a great training tool for new associate advisors as we can input select funds and ensure they are following clear consistent practices for a KYC/KYP discussion”

Ian McCulloch, Sun Life Financial Advisor,
Calgary Foothills