Advanced market expertise

Your team of experts

Maximize your bench strength with a team of advanced market specialists behind you.

Get in-depth analysis and insight on insurance and wealth solutions to help you navigate large cases, grow your high-net-worth business, and meet clients’ growing needs.

Sylvie Amar

Vice-President, Product Strategy & Advanced Markets

Chris Geldert

Regional Advanced Insurance Specialist, Western Region

Andrew Murray

Regional Advanced Insurance Specialist, Ontario & Atlantic Region

Bode Jobi

Regional Wealth Specialist, Western Region

Andrew Carter

Regional Wealth Specialist, Ontario & Atlantic Region

Mélanie Turcotte

Sales Director, Wealth Management, Quebec region

Ideas to grow your high-net-worth business

Advanced opportunities for high-net-worth clients

Whether you’re seasoned in the market or just starting to grow your high-net-worth business, this library of advanced insurance and wealth concepts offers new opportunities for your clients and business.

Insurance concepts to optimize opportunities for your clients:

  • Multi-generational wealth transfer
  • Insurance as an alternative asset class
  • Corporate tax saving vehicle

Investment concepts to maximize clients’ retirement savings and reduce tax:

  • Individual Pension Plan
  • Asset allocation strategy
  • Strategies to reduce tax on passive income in a corporation

Just one part of our Horizons Advisor Success Program

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Growth opportunities

Competitive solutions to meet clients' long-term goals and deliver on your business growth aspirations.

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Succession planning

Succession planning is a journey that starts here. Discover a path for your business today – in preparation for the future.

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Practice management

We’re here to help you tackle areas you’re looking to fine-tune or build on to elevate your business.

We’d love to talk to you about expanding into advanced markets.

Connect with our local team today.