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Easy Access for our Advisor Partners

wealthserve

WealthServ is our system that provides advisors access to information on their existing clients, pending business and commissions. The ideal browser is Internet Explorer 11. For access contact brokerservices@cpp.ca

advisor portal commision

After registering on WealthServ, this is where you can access your client accounts and posted commissions. Your commission statements can also be generated through this site.

monitor

Why use a paper application when you can go the “e-route”? It’s faster and so is the issuing of policies. Save time and simplify your workday.

AAP login

A convenient way for you to provide your client with access to apply online for life insurance.