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This only represents a partial list of clients:
- Great West Life
- Manulife Financial
- Manulife Investments
- Manulife Securities
- Advocis
- Fidelity Investments
- Sun Life
- Edmonton Catholic School Board
- University of Alberta Academic Staff
- Elk Island School Board
- Northern Lakes College
- Alberta Innovation and Science
- Alberta Legal Assistants Conference
- University of Alberta Alumni
- Alberta Justice Learning and Wellness
- Canadian Association of Pre-Retirement Planners
- Federation of Independent Deposit Brokers
- Financial Advisor Marketing
- Grant Hicks Financial
- Life Retirement Challenge
- Quadrus Investments
- Human Resource Development Canada
- Grant MacEwan College
- Telus
- Alberta Mental Health Association
- Alberta Sustainable Resource Development
- Edmonton Life Underwriters
- Mones and Associates
- Wayne Lee Enterprises
- Alberta Northern Teachers Association
- Registered Deposit Brokers Association
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- Kofin Financial Group
- City of Slave Lake
- Chapters Bookstores
- Greenwoods Books
- Audrey’s Books
- Fidelity Speakers Bureau
- Mackenzie Financial
- Government of Alberta
- Capital Health
- Health Canada
- Transport Canada
- ATCO Gas
- Etelligent Solutions Inc
- Alberta Agriculture
- Alberta Waste Water Commission
- Northern Alberta Institute of Technology (NAIT)
- Government of Canada
- Canadian Association of Senior Advisors
- City of Red Deer
- City of Lethbridge
- City of Grande Prairie
- Alberta Union of Provincial Employees
- Workers Compensation Board (WCB)
- Alberta Energy Athabasca University
- Canadian Pensions and Benefit Institute
- New Brunswick Nurses
- Union United Nurses of Alberta (UNA)
- Grande Prairie Regional College
- Alberta Union of Pensionable Employees (AUPE)
- Sherritt Coal
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Helping employees and employers create more financial literacy