A BUSINESS TO CALL YOUR OWN
To your clients, you are an indispensable partner in their financial success. For this reason, your clients are immediately vested. This allows you to continue growing your business with the confidence that you are building the financial security of your clients in concert with your own. We will support a growth-by-acquisition strategy by evaluating a book of business ensuring you receive a fair price. Along with in-house financing and a cost-effective repayment plan you can promptly begin profiting from your investment. When the time comes to wind down your practice, we’ll help you evaluate your book.
A COMPLETE FINANCIAL MARKETPLACE
As an independent financial professional, we recognize that the integrity of your offer is unbiased advice supported by a broad product shelf. For individual life and health insurance, Desjardins Independent Network Insurance Agency, an insurance brokerage, gives you access to the products of most major insurers operating in Canada. Through SFL Investments, an investment dealer, you have access to mutual funds from more than 80 mutual fund companies.
INFORMATION AND TECHNOLOGY WORKING TOGETHER
Robust client records are at your fingertips with our pre-configured laptop computer offering smooth function, uniform applications, secure data backups and strong cybersecurity. With technical support for the Windows operating system and Apple devices and their suite of productivity applications, you can focus on serving clients, not trouble-shooting technology.
PROFESSIONAL MARKETING SERVICES
Graphic design services are available to personalize and customize your sales materials – print & web advertisements, invitations, event posters, informational flyers, and cards for special occasions. For marketing strategy, you may contact a consultant to discuss best practices and further develop ideas and approaches.
TRAINING AND PRACTICE MANAGEMENT
Maestro is our online platform that offers specialized training courses – some of which are eligible for CE credits – on sales skills and approaches. In addition, we offer in-person tutorials on best practices and how to further develop a global approach to wealth management.
ADVANCED KNOWLEDGE AT YOUR FINGERTIPS
We offer comprehensive financial planning, corporate financial planning and estate planning to support your complex cases. Each service provides a full review that integrates areas such as cash-flow management, tax minimization, investment strategy, legal aspects, retirement planning, and risk management.