Business succession is top of mind for many financial advisors today.  The reasons are plentiful; advisor demographics, health issues, stubbornly difficult investment markets, the increasing burden of compliance, restless clients, technology challenges, continuing education, staff management, rising costs and falling revenues to name a few.  We also understand the dilemma; succession has been the last thing on your mind for quite some time, a lingering thought at best.

Every business is subject to a day of reckoning, usually when the owner transitions out of the business or into retirement.  Successful planning will avoid a fire sale scenario and it is dependent on finding a respectable alternative for the people you have cared about, a place where your clients will continue to be looked after.  Your legacy depends on the continuity of a brand of service fitting to your reputation.  You also want the value of what you have created to be recognized.  In many cases it is a lifetime of achievement and part of your own retirement planning. 

Why Talisman?

We're at a stage in our lifecycle where we will be practicing well into the next generation.  We have the assurance and financial backing of a major publicly traded financial services conglomerate to underwrite the cost of your succession.  We belong to a large network of financial advisors with a presence in every province in the country.  We have access to IIROQ and MFDA platforms as well as insurance licensing.  Cutting edge technology on a cloud based server is already installed to make your client service transition a breeze. 

You may choose to stay involved in your practice - you don't have to leave if you want to stay connected!  Your key people will also be protected as we are likely to preserve your employment relationship(s).  Your client service legacy will be preserved and enhanced and you will be rewarded with a very competitive offer with terms that are flexible to your needs. 

If you're thinking about getting out or scaling back, you owe it to your clients and yourself to consider an offer from us.  Contact David Atwood for a confidential, no obligation offer.  No deal is considered too big or too small.  Discretion is assured, reply in confidence to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .