Contact

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julia@advisorfinance.ca

Tel: +1 (647) 778-5512

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Financial Advisor Funding

Watch our explainer video below.

Given that the average age of a Financial Advisor in Canada is 60, succession planning is naturally the HOT topic! Senior advisors want to monetize years of hard work while also finding the right home for their clients. At the same time, growth-oriented professionals want to scale their practices and networks by assuming established clients.

However, growth requires capital.

If you are thinking of buying or selling a book of business, contact us today!

Whether your practice offers investment products, life and related insurance products or Group Benefits, we understand that your practice’s asset is the Good Will you have created year after year through hard work! We work with  lenders who recognize that not all businesses have tangible assets to lend against. 

We Understand

We assist independent financial advisors with loans to acquire books, blocks or shares in financial advisory practices or refinance debt from the prior book, block or share purchases. We understand your business and will source the most flexible term loans in the market for you or your buyer.

We Assist

Your second set of eyes: When working with us, you can be confident that your success is our success.

We’re not only your financing partner, we are also happy to be your second set of eyes pointing out potential risks, including book and transition quality risk*.

We  Care

Financing Resource Materials

*Neither Advisor Finance Inc. nor its employees' advice is intended to replace independent legal advice to be obtained by a buyer, seller or borrower.