Client Resources

Helpful Links

Carefully curated resources to find expert insights and tools that will help you elevate your journey.

HOOPP

Access the amazing resources found on the Healthcare of Ontario Pension (HOOPP) website. They provide insightful and easy to understand information that is beneficial to your successful retirement planning.

Have you joined HOOPP Connect? Once you are connected you can use the Pension Estimator. HOOPP Connect

Have you joined HOOPP Connect? Once you are connected you can use the Pension Estimator. HOOPP Connect

Canada Pension Plan (CPP)

Understand how you contribute and what to consider when it is time to start receiving your Canada Pension Plan (CPP).

Would you like to know the estimate of what your CPP will be? Sign in to you My Service Account to find out. Don’t have an account then you can register for one. Create My Service Canada Account

Would you like to know the estimate of what your CPP will be? Sign in to you My Service Account to find out. Don’t have an account then you can register for one. Create My Service Canada Account

Understand CPP survivor benefits. Survivor's Pension

Understand CPP survivor benefits. Survivor's Pension

Old Age Security (OAS)

Want to learn more about Old Age Security (OAS)?

Long Term Care

The size and complex care needs of Ontario’s aging population is rapidly growing. Explore the work that the Ontario Long Term Care Association is doing to understand the need for a modern, high-quality and responsive long-term care system.

Beneva Client Centre

Access your very own online space to stay on top of most of your insurance and investments, whenever you want, wherever you want!

RBC Insurance for Investors

Manage your RBC affairs online with this platform.

Industrial Alliance Financial Group

Access your Client Space at iA’s website.
In the upper right-hand corner of the screen, click on the Connect button and choose your client space.

Client Resources

Eleva Finance, a financial expert firm specializing in providing modern financial solutions to individuals and organizations has recently chosen thinktum as their strategic technology partner. Since 2018, thinktum has been providing robust Artificial Intelligence-driven pure no-code solutions to the insurance industry and gaining market traction with their modular technology suite, liz life.

Eleva Finance had been seeking a partner to assist them in providing a turnkey solution to enable the optimization of their insurance platform. They were also, however, looking for a partner that shared Eleva’s values and business practices.

“We knew we needed a partner that could provide the solutions we needed, but it was equally important to partner with a firm whose ethics and culture matched our own,” Natasha Brazeau, Founder and CEO of Eleva says. “It was obvious thinktum had the technical expertise but also has the same level of ethical standards we demand.”

thinktum’s liz life suite consists of liz, liz assess, and liz data. When used in concert, liz life delivers a faster application process to provide more targeted products and identify misrepresentation while adding much-needed personalization to the sequence.

Eugene Shafronsky, thinktum’s Head of Strategy said this regarding the Eleva partnership, “We couldn’t be happier to partner with Eleva Finance. Their products, vision, and business acumen are second-to-none. Our goal is to optimize and refine Eleva’s clients’ customer journey to improve the experience, increase Eleva’s resource efficiency to reach clients faster, and provide quicker and more relevant support. thinktum’s pure no-code liz life suite continuously optimizes the process with hyper-personalization. In our initial pilot, we could achieve a five-time increase in conversions to leads.”

Eleva offers insurance, financial solutions, and advice for individuals, as well as all aspects of Group Benefits for Canadian organizations soon expanding to the US market. You can learn more about Eleva through their website, elevafinance.com.

Natasha Brazeau, along with Eugene Shafronsky (thinktum), participated in the ITC Vegas event on September 20-22, 2022.

 

Natasha Brazeau stands out among the elite in the finance sector. Here is a very interesting article that delves deeper into her current success.

Scroll to Top