Experts in Microsoft Dynamics 365 CRM
Empowering wealth management and financial advisory firms across Canada and the United States.
Abigaël Boudreault
Conseillère en épargne collective
Adjoint pour iA
Gestion privée de patrimoine
Alex Labbé
Analyst
Amanda Simpson
Mortgage Agent
Andrew Harroch
Wealth Advisor at iA Private Wealth
Béatrice Keng
Béatrice Keng – Adjoint administratif
Andrew Raymer
Senior Wealth Advisor with iA Private Wealth
Benjamin Thibault
Conseiller en placement, Thibault Bravot Gestion privée pour iA Gestion privée de patrimoine inc
Chiara Lussier
Consultant
Benjamin Graziadei
Insurance Advisor at Wever Financial
David Lord
CFA
Cynthia Quaile
Investment Funds Advisor – Wever Financial
Dawn Vader
Certified Financial Planner with Red Seal Financial
Craig Potter
Associate Advisor
Debbie Rioux CFP, CIM
Financial Planner at iA Private Wealth
Erik Bourque
iA Private Wealth
Félix Frager
Conseiller en placement _ iA Gestion privée de patrimoine
Genevieve Charbonneau
Administrative assistant at Wever Financial
Jan Ramseyer
Marketing & Administrative Assistant
Hogan Jacobsen
Associate Advisor
Genoa W.
Bookkeeper
Joseph Alfie
Portfolio Manager- jpg
Jeffrey Cardinal
Conseiller en placement _ iA Gestion privée de patrimoine
Manon Bravot Gattoufi
Conseillère en placement adjointe, Thibault Bravot Gestion privée pour iA Gestion privée de patrimoine
Luc LeBlanc
CFA Portfolio Manager iA Private Wealth
Kim Burns
Director of Operations
Julie Witze
Executive Assistant
Mathieu Boudreau
CFP – Investment Advisor, iA Private Wealth
Marina Bailey-Harwood
Administrative Assistant at Red Seal Financial Ltd.
Michael Lecuyer
Investment Funds Advisor at Investia Financial Services Inc
Mathieu Landry, B.A.A
Investment Advisor, iA Private Wealth
Pascal Charpentier
Conseiller en placements et gestionnaire de portefeuille
Nick Raymer,
Licensed Assistant
Olivier Langlois-St-Laurent
Conseiller en placement adjoint chez IA Gestion privée de patrimoine
Nathan Abitbol
Associate Investment Advisor at iA Private Wealth Inc
Renee Patras
Executive Assistant
Pascal Robichaud
BAA Finance CIM Associate Portfolio Manager iA Private Wealth
Ryan Husk
Wealth Advisor with iA Private Wealth
Sean Kim
Investment Advisor at iA Private Wealth Inc.
Ryan Kronwald
BDR chez iA Gestion Privée de Patrimoine
Sonia Gagnon
IA Gestion privée de patrimoine
Simon Fournier
Conseiller en placement – iA Gestion privée de patrimoine
Steph D. Jacobsen
Executive Financial Planner
Stacie Steeves
Administration
Udit Mehta
Associate Investment Advisor
Yann Benchimol
Wealth Advisor at iA Private Wealth Inc.
Véronique Cusson
Conseillère en placement, Planificatrice financière & Conseillère en sécurité financière
AdvisorOne is a Microsoft Certified Partner – Specializing in Microsoft Dynamics 365 CRM in North America.
We empower wealth management firms and independent financial advisors to scale their practices by automating complex workflows and personalizing client engagement — all while capturing the full efficiency of a unified, all-in-one operational ecosystem within the Microsoft suite.
Microsoft Ecosystem
One solution, one connected platform. We unify Dynamics 365 with Outlook, SharePoint, Teams, Excel, and Power BI to create a true system of records across Microsoft tools.
Scaleable Customization & Extensibility
Customized where it matters. Standard where it scales. We extend Dynamics 365 responsibly using Power Platform—avoiding over‑customization that limits future scalability.
Third‑Party Applications
Seamless connections beyond Microsoft. We integrate Dynamics 365 with leading third‑party solutions such as DocuSign, RingCentral and other critical platforms to streamline communication, document management, and client engagement.
Custodial & Data Source API Integrations
A unified view of clients’ full financial picture. We build secure API integrations with custodial feeds and financial data sources to consolidate investment accounts, holdings and insurance policies — giving advisors a complete, real-time 360 degrees client view.
Why Wealth
Managers Love AdvisorOne
AdvisorOne is built around how wealth managers actually work—combining CRM, automation, and portfolio workflows into one seamless system.
Financial Services CRM Design
Built for wealth management workflows – We design Dynamics 365 around financial advisor models—clients, households, relationships, investments, insurance policies, and ongoing advice—not generic CRM templates.
Smart Household Segmentation & Client Review Tracking
Assign a segment to every household and eliminate manual tracking of annual reviews. Built‑in intelligence automatically detects the last client touchpoint and proactively creates reminders for upcoming reviews and follow-ups — ensuring timely engagement and consistent client care.
Investment Accounts and Insurance Policies
Manage investment accounts and insurance policies in one centralized view per household or client. Advisors can quickly assess coverage, holdings, and gaps to deliver better advice
Trusted by the Best Companies
Why Wealth Managers Choose AdvisorOne
From streamlined workflows to better client visibility, AdvisorOne helps wealth managers simplify operations and focus on growth. It’s everything you need to run your business—without the friction.
Trusted Partner
★★★★★
5.0
We never used a crm as a tool, it’s always been a storage facility. We wanted something that integrates with Office 365 and is not just a file cabinet.
Trusted Partner
★★★★★
5.0
We now have a routine that ensures the same consistent process and the same consistent outcome for every client.
Trusted Partner
★★★★★
5.0
AdvisorOne has been a one stop shop for anything Microsoft related. Great team to work with.
Trusted Partner
★★★★★
5.0
They were responsive, professional, accommodating, knowledgeable — all you can ask for in a partner. I recommend 100%.
Trusted Partner
★★★★★
5.0
A team you can trust for building a custom and secure CRM.
Resources You May
Find Interesting
Discover a curated selection of resources to boost your knowledge and keep you ahead in your field.
Ready to get started?
See how AdvisorOne can simplify your workflows, connect your data, and help you scale your practice with confidence.