Veteran Advisors,

Your clients are the people with whom you have built your livelihood.

When you are ready to move on, the hard work and respect they expect should continue and grow with a steady and trustworthy hand.

Are you an Advisor looking to build your knowledge base + peer network? 

The Canadian Shield Group is constantly raising the bar of what is expected + what is possible in Total Rewards, both for our own advisors' practices and those of our peers.

Reach out when you are ready to up your game, from best practice resources to compliance guidance to continuing education opportunities.

The Canadian Shield Group has the experience, resources, and capacity to ensure your succession with precisely the kind of respectful and rewarding arrangement you and your clients deserve.