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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Sammons Financial Group Member Companies (SFG) are some of the most enduring and stable companies in our industry. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity. At SFG, we hire people who think like owners because we are a privately held company owned by an Employee Stock Ownership Plan. We own our unique values-based culture, we own our spirit of excellence, and we own our responsibility to the communities in which we live and work. Our work environment is deeply rooted in respect, openness, integrity, and accountability, and we enjoy a benefits program that truly enhances our quality of life.
Quorum is a credit union—a member-owned, not-for-profit financial institution. We offer services similar to what you would expect from a bank, but unlike a bank, we do not answer to stockholders. Instead, we return profits to our members in the form of leading industry rates, services, and financial products.
CMA Canada - Ontario is a Toronto, ON-based company in the Financial Services sector.
QMR Staffing Solutions Inc. is a Ottawa, ON-based company in the Financial Services sector.