Are You an Investment Advisor 
                     considering changing firms?

We offer you...

      •      We offer you a thorough knowledge of the Ontario market
      •      Current intelligence on the major players, their payout grids,
              policies  and product offerings
      •      Confidential  introductions
      •      Assistance during the entire negotiation process, including contract
              verification & vetting
      •      Transition support  to assist  in  achieving a seamless change

                   Are You an Investment Advisor
            wanting to become more independent?

We offer you...ALL of the above AND

      •       Assistance in assessing your business' desired location and other 
              factors in the set-up of an independent office
      •       Referrals to professionals to assist in all aspects of your launch:  
              real  estate, space planning, construction, legal, finance, graphic
              design, marketing and more...
      •       Ongoing management and operations support including payroll
              services, confidential compliance training and administrative
              assistance
      •       The merits of joining an established Independent branch
      •       The multiple benefits of being Independent under the umbrella   
              support of a major firm