Contact

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julia@advisorfinance.ca

Tel: +1 (647) 778-5512

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We are  here to help you grow

View our services below.

Advisor Finance strives to provide financing and other invaluable resources to Canadian independent Financial Advisors to their grow their practices organically and through book of business acquisition or enhance the value of their practice in order to monetize their life’s work through the full or partial sale of their book of business. 

Our Mission:

We assist independent financial advisors with loans to acquire books, blocks or shares in financial advisory practices, or refinance debt from prior book, block or share purchases. We work exclusively lenders who recognize that not all businesses have tangible assets to lend against.  We understand your business and will offer you or your buyer the most flexible term loans in the market.

Financial Advisor Funding

We work with a referral network of financial consultants who have invested the time necessary to understand the unique revenue models and balance sheets of these financial industries. This knowledge, combined with decades of lending expertise and established lender networks, allows them to source financing on terms that are far more preferential than these companies could achieve on their own.

MGA & Dealer
Funding

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”

Public
Speaking