Sunday, June 7, 2009


Daniel H. Zwicker, Principal

B.Sc. (Hons) P.Eng. CFP CLU CH.F.C. CFSB
Certified Financial Planner
Chartered Life Underwriter
Chartered Financial Consultant
Chartered Financial Services Broker
Professional Engineer Ontario


The Financial Advisors Association of Canada
Financial Planners Standards Council
Chartered Life Underwriter Institute
Independent Financial Brokers of Canada
Professional Engineer Ontario


Weighhouse Investor Services

BMO Life Insurance
Manulife Financial
[Manulife Health and Dental Benefits]
[Manulife Group Employment and Retirement Benefits]
MGA Canada
Transamerica Life
Canada Life
Equitable Life of Canada
Desjardins Financial Security
Sun Life Financial
Unity Life
Empire Financial Group
Greenshield Canada
Hub Financial Services
Industrial Alliance
RBC Life [RBC Insurance]
Edge Disability Income (DI) and Critical Illness (CI)]
Standard Life
Provident Unum
PGI Financial [Group Employment and Retirement Benefits]
TORCE Financial Group


[ l ][Specialists in Advanced Life Insurance Applications and Estate Planning, Marketing Solutions and high performance capital risk management professional practice development, marketing,distribution and execution].

**Professional Practice
**Business Succession
**Intergenerational transfers

[ 2 ][Fully integrated implementation of exponential global distribution growth through eEnterprise real time interactive graphic media based, collaborative, professional best practices, interdependent, financial services productivity and compliance marketing distribution platforms.]

[ 3 ][Deployed Professional Productivity and Compliance Management Systems through Professional Best Practices, Client Centred Financial Life Needs Analysis software and Multi Media Real Time Communication web based platforms designed for Life Insurance and Financial Services Producers and Agents and their respective Producer Group Companies. These CPU and web based digital solutions accelerate the productivity and regulatory compliance of both Agents and independent Producers and their respective financial services product providers to ensure that they optimize their potential for ongoing success. The suite of solutions includes: Life Insurance Financial Needs Analysis sales productivity and compliance software including solutions alternatives, intra corporate real time multi media communication, corporate/educational networking and sales force compliance applications

These products and services have been implemented as a catalyst for empowering financial services advisors and partners with the technical assets and execution capabilities required to facilitate strategic exponential growth. Traditional financial services 'bricks and mortar' career infrastructures and current MGA/Broker channels are being replaced with real time, web based globally competitive IT/Media based / eCommerce fully collaborative / integrative hybrid platforms which integrate the best of both the career and MGA/Broker distribution systems.]


[Chartered Financial Consulting/Corporate]

[Planning/ Marketing/Implementation/Personal]

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