In todays marketplace your clients want specialized advice. At Copperstone we provide financial planners, investment advisers, legal and accounting firms with access to the specialized benefit advice and programs to fit their clients needs.
Working with Copperstone allows you build value with your client by providing access to these specialized services, without having to give up control over your client relationship.
Our team provide all the necessary back office support and market access to manage your clients Group Health plan, Self Insured solutions as well as group RRSP/Pension needs.
Our adviser contract offers you top level compensation, and bonuses along with robust non-compete clause.