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.
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.