At Zoho Financial, we are partners with Desjardins Financial Security (DFS) Investments. DFS is the fund dealer and distributor of various mutual funds and investments in Canada. As qualified fund advisors and service providers, we partner with DFS to access all the major fund companies such as Fidelity, McKenzie, Franklin-Templeton, CI Investments, Invesco, Dynamic, TD Investments, BMO, RBC Investments, Sunlife Global, ManuLife Investments, Desjardins Investments (and many more). This gives us and our clients a lot of flexibility while choosing the best funds and creating customized portfolios based on their individual financial profiles.

 

We also have access to over 25 Canadian Life, Health and Travel Insurance companies to choose and select the most suitable products for our clients in this space. Some of the leading Life and Health Insurance firms we work with are; ManuLife, SunLife, Empire Life, Desjradins, Canada Life, Great-West Life, Equitable Life, Canada Protection Plan, Humania, SSQ, BMO, RBC, Industrial Alliance to name a few. Similarly, we have partnerships with leading travel insurers including ManuLife, GMS, Allianz, Travelance, TuGo, Destination Travel, 21st Century Travel and Travel Shield.