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About Us
Ativa
Interactive has been providing financial planning software
to Canadian advisors since 1996. Our principals have over
30 years of combined experience in the financial services
industry and our mission is deliver practical, easy-to-use
software that works.
Concept Toolkit was launched in 1997 followed by the introduction
of Planning Toolkit in 2000.
Click here to
read what advisors are saying about our software.
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| Advisors
in these firms are using our software |
| Aegon
Dealer Services |
Interior
Savings Credit Union |
| Affinity
Credit Union |
Investment
Planning Counsel |
| Assante
Capital |
Investors
Group |
| Berkshire
Securities |
Laurentian
Financial |
| Bick
Financial |
Manulife
Financial |
| Clarica
|
Money
Concepts |
| Dundee
Private Investors |
National
Life |
| Empire
Financial |
Partners
in Planning |
| Envision
Financial |
Radville
Credit Union |
| FaithLife
Financial |
Raymond
James Financial Planning |
| Farm
Mutual Financial |
Raymore
Credit Union |
| Foam
Lake Credit Union |
Scotia
McLeod
|
| Freedom
55 Financial |
Simpson
Credit Union |
| FundEX
|
Weyburn
Credit Union |
| FundTrade
|
Worldsource
Financial |
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