Vision Systems Corp. develops realistic software models for people, private corporations, and personal trusts. Vision Systems is a private corporation that was founded in September, 1997. Its products are VisionWorks™, CorpWorks™, and TrustWorks™. VisionWorks is the only realistic program for personal lifetime financial management and estate planning in Canada. VisionWorks allows users to portray their real-life circumstances and "wants," and explore an unlimited range of lifestyle options and financial-planning tactics. CorpWorks is the only realistic program for corporation planning in Canada. It models corporations, and partnership and joint venture interests. TrustWorks is the only realistic program for personal trust planning in Canada.



EquiSoft specializes in the design and development of digital solutions for the wealth management and insurance industries.

Founded in 1994, EquiSoft is a Canadian-based company featuring a growing team of over 200 professionals with offices in Montreal, Philadelphia, Dallas, Cape Town and Santiago.

EquiSoft’s innovative product lineup includes solutions addressing the ever-changing needs of investors, financial advisors and fund providers. The firm’s flagship products include, WealthElements, a web-based platform designed to help investors and financial advisors collaborate in the creation of personalized wealth plans and PortfolioElements, a web-based solution designed to help fund wholesalers effectively position investment solutions with financial advisors.

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Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $ 1 trillion in client assets. With its 180 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a “PME en lumière 2016” winner and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, Canada’s Top Employers for Young People, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located in Montreal, Toronto and San Diego.

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Specializing in mid-market lending since 1993, CWB Maxium Financial is a leader in providing creative financing to businesses across Canada. The Financial Advisor lending program was launched in 2016 and designed exclusively for financial planners and independent agents interested in scaling their practice, by buying a book of business or buying out a partner or employer. Common areas we finance include acquisitions, refinancing and succession planning. We understand your business and our program adapts to meet the needs of our clients. We provide flexible terms, competitive rates and recommend structures based on your financial position and objectives.

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