We Help Financial Advisors Move With

Create Your Free Anonymous Profile

AdvisorBridge is Canada’s premier Market Network where Financial Advisors and Investment Dealers meet to Buy, Sell, Merge or Transition their Advisory practices. Our online platform is built to serve Canadian Financial Advisors and Investment Dealers who share values of transparency, efficiency and integrity.

How it Works

1 Create Your Account

Create your account screenshot

2 Create Your Anonymous Profile

Use our Profile Builder to let other members know about you, your practice and your objectives. The amount of information you provide is up to you and your identity will not be disclosed.

Create your profile screenshot

3 Find a Match

Search the AdvisorBridge Market Network by filtering other members by location and objectives. Find other members interested in Buying, Selling or Merging their practices.

Find a match screenshot

4 Communicate Anonymously

Send and receive unlimited messages from other members while remaining completely anonymous.

Create Your Account screenshot

5 Connect with AdvisorBridge

New members are invited to connect with an AdvisorBridge consultant. We’ll review your profile, get a better understanding of your objectives and move you closer to your goals.

Create Your Account screenshot

6 Meet our Dealer Partners

Our Dealer members are committed to transparency and they value a good fit as much as you do. Get to know our Dealer Partners and what they can offer you.

Create Your Account screenshot

Our Core Values

  • Transparency. Efficiency. Integrity.
  • Positive outcomes matter
  • Win-Win-Win is the goal
  • The Advisor – Client relationship must be respected
  • Critical errors must be avoided

Learn More About AdvisorBridge

Consulting Services

Through our Consulting Services we take an active, collaborative approach that enhances our members likelihood of success. Our paid Members are offered a complimentary introductory consultation. We also welcome Advisors who seek a more comprehensive consultative solution on a fee for services basis.

View our Consulting Services

Meet Your Dealer Partners