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A financial planning website which enables financial advisors and clients to login and work through the same portal.

  • Stage Prototype Ready
  • Industry Financial Services
  • Location Toronto, ON, Canada
  • Currency CAD
  • Founded February 2010
  • Employees 2
  • Website

Company Summary

Currently operating, the website is designed for financial advisors: Creating their business plan & activity management; CRM; Recording Continuing Educational credits; Scheduling client/prospect Events & RSVP functionality; Document upload such as an illustration or Powerpoint presentation. Clients login to the same website and upload their income, assets & liabilities and view their Net Worth. They can get educated, research and set goals.


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    John Kemp
    Chief Technology Advisor

    An accomplished Information Technology Professional with over 17 years experience delivering program, project, services, and client engagement management in software development and services organizations, outsourcing, eCommerce facilitators, financial services, international consulting firms, and a global services company.

    Client Relationship Management,
    Service Delivery,
    Data Warehouse Design and Implementation,
    Technology St

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    David Aaron
    President & CEO

    David is an entrepreneur at heart. David is the CEO & President of Aaron • Bidgood Financial Services, serving nearly 6,000 clients and approximately $60 million under management.
    With his wife Vicky, they opened and operated a fully licensed 120 seat Café/Restaurant that was successfully sold in 2000. David also co-founded: Healthy Wealthy & Wise and Certified Federation Coaches.

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    Maor Daniel
    Vice President, Online Marketing

    Business Development, Search Engine Marketing, Social Marketing& Mobile Marketing are my passion! I have been immersed within the interactive space during the last 7 years and love it!
    I manage the strategy & online tactical plans for companies such as KPMG, Lexis Nexis, Advanced Inc., Travelodge Hotels, Hampton Inn, El Al Airlines and many others.

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    Randall Craig
    Web Development Team

    My experience comes from serving over 100 major organizations, writing six books (one a best-seller), and working with a number of very sharp people. Focus Industries include Professional Service Firms, Publishing/Media, Education, Associations/Not-for-profits, Financial Services, Technology. Clients tell me that I am very good at creating order from chaos


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