Merge your financial practice through a Succession Plan with AdvisorBridge.

The Wealth Management business in Canada is becoming increasingly competitive with each passing year. Advisors are confronting relentless regulatory demands, heightening transparency and disclosure requirements and constant revenue constraints. One of the best ways to alleviate these pressures and grow your practice is through a Merger with another Advisor or Advisors in your community.

At AdvisorBridge we know that some of the most successful Advisory practices operate in teams. These Advisors have shared values and play to each team members strengths. A well executed Advisor Merger can mean the difference between merely surviving and truly thriving in the current environment.

AdvisorBridge provides the opportunity for our members to connect with other Advisors in their respective communities with similar goals and aspirations.

To understand How it Works at AdvisorBridge click here.

Merge with another Advisor

Consulting Services

Some of our services include:

  • An active search for a Merger Partner in your community
  • An overview of the types of Mergers available to Advisors
  • Help to define your reason for merging
  • Helping Advisors grow their practice once they have hit a growth ceiling