Our Transition Program

Quickly and smoothly transition all your clients. Leave the heavy lifting to us.

Industry Leading Transition Program

Our industry leading Transition Program ensures your move is quick and effortless. We won’t stop until every last client has joined
you. We know making the leap from one firm to another is both daunting and challenging. That’s why we have a full-time dedicated
transition team to help you every step of the way.

Receive significant training and planning ahead of time

Leverage our robust onboarding platform and technology

Use our Transition SWAT Team

Let our superior client offering speak for itself

Our Transition Specialists
A.K.A 'The SWAT Team'

Our Transition Team includes extremely experienced financial, compliance, technology, and operations professionals who will work tirelessly until every last client has been properly transitioned and is completely comfortable under our Advisor Platform.

The Result? We transition clients and advisors faster and easier than any other firm in Canada. Guaranteed.