We’ll pay you as much or MORE than anyone in the marketplace.
Client Assets can be transferred In-Kind … Same holdings, different statement.
You meet with clients, We do EVERYTHING else.
Get paid VERY well to switch firms.
Relax, keep your practice, merge with us.
We will pay you as much or more than anyone in the Canadian Market.
You will get paid. Our Cheque WILL NOT bounce.
Professional experienced transition team to make the process seamless to eliminate any headaches.
No DSC – We are compensated using an asset revenue model – HIGH trailers
No portfolio too big or too small. Our team has an expert at every level for every single client in your practice. Clients starting out or clients with multiple corporations.
Whether or not you are selling today, tomorrow or inquiring for a friend.
Looking to merge and join the team – Don’t move the practice. We’ll come to you, staff it and do all the work!
We use a sub-advisor model. Best in class 3rd party asset managers who are subject to quarterly performance reviews.
All inquiries and communications are 100% CONFIDENTIAL.
We will pay you just for moving. Receive front end bonuses as we re-paper your clients on your behalf.
Professional experienced transition team to make the process seamless and to eliminate any headaches.
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“I’m in your shoes, I know what you want, I know what you do and I know what you are looking for” – Paul Fust
Unit 2 – 461 Sterling Lyon Parkway Winnipeg, MB, R3P 2S8 (204) 784-4586
Investors Group Financial Services Inc.