Contact

  • LinkedIn - White Circle
  • YouTube - White Circle

julia@advisorfinance.ca

Tel: +1 (647) 778-5512

© 2018 by Advisor Finance Inc. Proudly created by OSMedia Co.

Public 

Speaking

Throughout my career of working with an untold number of smart and hard-working financial advisors from across Canada, I have been inspired to consolidate and share the best practices I have learned about buying a financial advisor business and maximizing a practice’s value for future sale.

I am happy to offer an Advocis Institute CE accredited course, either in person or as a webinar, called “Not all Books Are Created Equal.” To book a live presentation or webinar, please contact me using the link below.

Get your Free summary of 
Not all Books are Created Equal; How to maximize the sale value of your practice, & what to look for when buying a Book of Business!

Enter your email below to download your free presentation summary.

By submitting your email you agree to join our mailing list and to our Terms and Conditions of Use /  Privacy Policy.