As the investment industry continues to evolve — from changing fee structures and increased regulatory pressures to new technologies and more personalized ways of engaging with investors — your role as an Investment Advisor is shifting as well. That’s why it’s vital to have a partner that fully supports your efforts to invest in your clients and your business.
Through our independent business model, we offer more support, flexibility and autonomy than any firm in Canada. And as a leading Canadian wealth management company, we continue to make significant capital investments in our people, infrastructure, and partnerships to support your efforts and make it easy for you to work with us.
We have a dedicated team of transition specialists whose sole mission is to ensure a seamless migration for incoming advisors.
You run your business. You control your expenses. We provide the high payout that gives you the freedom to make the decisions that are right for you and your practice.
Our unrivalled fee-based programs support your wealth strategies and add value to your client relationships.
Our support programs not only streamline administration, but ensure you have the market knowledge and wealth management tools and resources to provide exemplary client service.
Innovative tools and technology can help you more intimately understand your clients’ goals and objectives, manage their data and streamline processes.
We’ll help you and your team better perform your duties and provide the best service possible.