Business Details
Emergency
services
Empowering Financial Advisors with Innovative Solutions
HUB Financial empowers independent financial advisors with comprehensive tools, resources, and support to enhance client services and grow their practices. We provide cutting-edge technology solutions, compliance management systems, and specialized training programs tailored to the evolving needs of the financial services industry. Our platform offers access to insurance planning tools, investment analysis software, and employee benefits solutions like FlexSave, enabling advisors to deliver personalized, data-driven financial strategies. With a focus on innovation and regulatory compliance, we help advisors streamline operations, improve client engagement, and maintain the highest standards of professional practice. 
Services
FlexSave PHSP
Insurance Calculators
Compliance Management
Financial Planning Software
Investment Analysis Tools
Advisor Training Programs
Policy Replacement Guidance
Client Disclosure Resources
Digital Marketing Solutions
Wealth Management Platforms
Highlights and features
- We provide exclusive access to advanced financial planning software like RazorPlan and Life Design Analysis.
- Our compliance tools ensure adherence to PIPEDA, AML regulations, and FINTRAC requirements.
- We offer specialized training programs like Masterworks Professional Advisor Training (MPAT).
- Our FlexSave PHSP solution delivers tax-efficient employee benefits for incorporated businesses.
- We maintain partnerships with leading providers like CapIntel and NestWealth for enhanced offerings.
Services
FlexSave PHSP
FlexSave provides incorporated business owners with a tax-effective employee benefits solution through customizable health spending accounts. This program allows employers to fund medical and dental expenses while maintaining cost control through pre-funded or pay-as-you-go models. The solution includes emergency coverage options and wellness account add-ons to meet diverse business needs.
Advisor Compliance Tools
Our compliance resources help advisors meet regulatory requirements with client file templates, disclosure documents, and policy implementation guides. These tools cover PIPEDA privacy obligations, AML/ATF regulations, and CASL compliance requirements for Canadian financial professionals.
Financial Planning Software
RazorPlan and Life Design Analysis tools enable advisors to create comprehensive financial strategies through algorithm-driven calculations and visual client presentations. These platforms analyze risk management needs and illustrate customized insurance and investment solutions for improved client understanding.
Advisor Training Programs
Masterworks Professional Advisor Training (MPAT) delivers sales strategies, marketing techniques, and client communication frameworks to help advisors grow their practices. The ACES group provides technical support for complex estate and business planning scenarios.
Digital Marketing Solutions
White-label marketing tools include customizable email templates, social media content, and advisor websites to enhance client acquisition. The platform also offers digital storefronts and SEO-optimized content creation for financial professionals.
Questions
What is FlexSave and how does it benefit incorporated business owners?
FlexSave is a Private Health Services Plan (PHSP) that helps incorporated businesses provide tax-efficient health and dental benefits to owners and employees through flexible funding options.
How does HUB Financial support advisor compliance requirements?
We provide comprehensive compliance tools including client file templates, disclosure documents, and regulatory guidance for PIPEDA, AML, ATF, and CASL requirements.
What training resources are available for advisors?
Our Masterworks Professional Advisor Training (MPAT) and ACES group offer sales strategies, technical support, and professional development for all experience levels.
Can advisors access digital marketing tools through HUB Financial?
Yes, we offer white-label digital marketing solutions including social media templates, customized advisor websites, and SEO-optimized content creation tools.
How does the FindBob succession platform benefit advisors?
FindBob helps advisors discover transition opportunities and manage client relationships through a predictive operating system that prevents business attrition.
