Advisor Alliance Canada, a web based business listing service, transition tools and resource launches across Canada for Financial Advisors, Insurance Advisors and Brokers looking to sell or buy books of businesses and financial practices. www.advisoralliancecanada.ca.
The most significant barrier to transitioning a book of business is finding the right person on the other end of the transaction. Privacy concerns, advertising costs and the inability of
Buyers and Sellers to find each other are some of the challenges. Advisor Alliance Canada was created to eliminate these barriers and connect Financial Professionals directly to business
opportunities in a confidential, efficient and cost effective manner and allows interested Financial Professionals to quickly assess the attributes of a business.
The website in-depth listing service and Transitions Tools provides Financial Professionals with current business opportunities and relevant resources to use in planning for growth and
succession.
Advisor Alliance Canada is the link to help Advisors grow or sell their business. How do Financial Advisors, Insurance Advisors and Brokers get connected They register at www.advisoralliancecanada.ca and complete a profile to Buy or Sell a business, search business opportunities confidentially, increase their
competitive advantage and purchase credits to connect privately with Sellers and Buyers and use website Transition Tools and Resources.
Unlock business opportunities for success. All membership profiles are 100% confidential. An anonymous user name and password is created for use on the website. Personal information such
as email, phone number, name, address etc. will only be seen by the staff of Advisor Alliance Inc. Advisor Alliance Canada understands that confidentiality is important to Financial
Professionals and their clients. The services on the site are bound by the Privacy Policy of Advisor Alliance Inc.
Buyers: unlocking business opportunities for success. Building a successful business depends on growing and increasing profits. The costs of marketing and prospecting for new clients can
be high, in terms of time and money. Acquiring a book of business is a more productive way to start out in the financial industry or grow an existing practice but finding potential
Sellers is a challenge.
Advisor Alliance Canada gives Financial Advisors, Insurance Advisors and Brokers the ability to list their interest to purchase a business and to search through a network of potential
Sellers. Listing with Advisor Alliance Canada will position Financial Professionals to find the most suitable business opportunity.
Sellers: succession transition success. Succession planning is important. Advisors may be looking to transition out of the business, develop a partnership or want to sell a portion of
their book but are challenged to find potential Buyers.
Advisor Alliance Canada gives Financial Advisors, Insurance Advisors and Brokers the ability to list their business confidentially and to search through a network of potential
Buyers/Partners. Listing with Advisor Alliance Canada will position Financial Professionals to find the most suitable Buyer/Partner for their business now and for the future.
For additional information about buying or selling a financial practice in Canada, contact Nicole Vritsios or visit www.advisoralliancecanada.ca. Advisor Alliance Canada is owned and operated by Advisor Alliance Inc. All rights reserved.
Advisor Alliance Canada is a confidential web based business listing service and transition tools resource center connecting Financial Advisors, Insurance Advisors and Brokers nationwide
to assist them to grow or sell their business.
Contact
Nicole Vritsios, V.P Operations
Phone (416) 848-0363