Continuum Financial Centres offer flexible and adaptive succession planning for retiring Canadian Financial Advisors
If you are a financial advisor who is looking to access the equity in your business, talk to us. Continuum works with advisors to ensure that their wishes are met, from continuing in the business to stepping back completely. The advisor is the driving force in the determination of how the business will be transacted, and can be as much a part of the transition as they wish, including providing mentorship to advisors who are newer to the business.
You want the peace of mind that comes from making sure your clients are well taken care of. At the same time, you need to be sure that you’re getting a fair business transaction, and that your own needs are met. Continuum Financial Centres will provide transitional support, and will work closely with you to make arrangements that suit both your needs and those of your client base.
Competent advisors with Continuum Financial Centres are ready to take on the responsibility of your practice, with the help and guidance of a highly experienced leadership team.
Talk to us today about your plans. We’ll work with you to develop a succession plan that satisfies your needs while protecting the interests of your clients.