Our Partners recognize the value that SideDrawer's technology and platform bring to businesses, individuals and their families.
8Twelve Mortgage is Canada’s leading digital mortgage solution, helping Canadians achieve their dream of homeownership and financial goals. We simplify the property financing experience with our ground-breaking innovation and highly personalized approach. With a combination of our industry-leading technology platform, highly skilled agents, and business approach, we ultimately help clients find the best mortgage products to suit their needs.
Advisor Practice Management:
Advisor Practice Management is an independent organization specializing in elite practice management strategies for financial advisors and financial institutions. We help financial professionals acquire ideal clients, and increase their revenue, through proven value added processes and strategic practice management processes. Grants combined financial advisor clients manage over $4 billion AUM , and earn over $40 million dollars combined!
Advisor Transition Services:
Grier Rubeling is a Consultant who helps advisors navigate and understand the process of starting an RIA, and assists them with the administrative and operational aspects of transitioning a current book of business. Grier is extremely personable, knowledgeable, and has a hidden talent as a woodworker making her a dynamic DIYer!
The Benefits Alliance Group:
The Benefits Alliance Group represents 29 independent member firms, with over 200 advisors providing superior advice to their clients. Collectively, the independent member firms generate $1.4 Billion in Group Insurance Premiums and manage $3.5 Billion in Retirement Plan Assets.
Certified Executor Advisor Network:
The purpose of the Certified Executor Advisor Network (CEAN) is an extension of the purposes of the Canadian Institute of Certified Executor Advisors (CICEA). Through the endorsement and support of the CICEA, CEAN is authorized to build a referral network of the CEA-designated professionals in the regions across the nation. The Chapter Network programs, whether in-person or by virtual means, are designed to be consistent with the mission and objectives of the CEA designation. It is our goal to facilitate the participation of CICEA members in continuing education and building their professional networks consistent with the ideals of the CICEA Institute, the CEA designation and the role of members.
Our vision is to create a remarkably user-friendly experience for Canadians managing some of the most difficult challenges in their lives: estate preparation and settlement. If your experience is positive, we hope you'll tell your friends and family, and if not, we hope you'll tell us! To keep these important services available for all Canadians, there's no charge to you for any of the tools and resources on this site. If you require further products and services, we'll introduce you to firms we've vetted for professionalism, fair pricing and availability across the country. We think they're outstanding and we hope you will as well.