For elite/seasoned advisors:
► Unique Approach
Acceptance & support for diverse practice styles Asset gatherer, transaction oriented, financial planner, PM/ICPM, managed product focus (Funds, SMAs, UMAs), core and satellite, fee-for-service...
Goal is to assist advisors in significantly increasing their book of business over a 5-10 year period by virtue of providing the most significant advisor support platform in Canada.
Marketing, third party research, estate/tax planning, life insurance experts, financial planning, capital markets/new issues,legal, accounting, actuaries, analysts, transition compensation support...
Darryl Ian Sheriff, LL.B.
Vice-President – National Advisor Recruitment