Independence
BECOME A PARTNERED ADVISOR
“We offer you a partnership that has it all. Everything you need to reach your full potential, all under one roof.“
CHRIS SUTHERLAND
VICE-PRESIDENT
DISTRIBUTION AND GROWTH STRATEGIES
Experience the DFSIN difference
When you become a partnered advisor with DFSIN, you get the best of both worlds: the freedom to build your own book of business and the security of being part of an established network that’s committed to your success.
Backed by the strength and reputation of Desjardins, North America’s leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
As an independent advisor, I have the flexibility that I need to offer my clients with different products from many Canadian companies. This independence allows me to find the right solution for my clients’ specific needs so I can give them advice that they can trust.
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Support of Network
I am grateful for the support of my network to further my professional knowledge and grow my business to the next level. Not only do I have countless opportunities to learn from other advisors’ best practices, but I am also incentivized to pursue my CFP designation.
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Owning Books of Business
To me, it’s essential to build a team culture that reflects our values. This network recognizes and supports that, which allows myself and my team to enjoy the journey as much as the destination.
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DON’T TAKE OUR WORD FOR IT.
SEE WHAT YOUR FUTURE PEERS HAVE TO SAY.
“To me, it’s essential to build a team culture that reflects our values. This network recognizes and supports that.”
Billy Kailla, FMA, FCSI ®
Financial Advisor
Offering Life, Health, Group Insurance and Investments
“For me, being independent was never just an option; it was a necessity. I love that I found a network that supports and encourages the growth mindset.”
Rebeca Wieler Chen
Financial Advisor
WHERE INDEPENDENCE MEETS UNLIMITED POTENTIAL
With DFSIN, you get the best of both worlds: the freedom to build your own book of business and offer the very best products to your clients, couple with the confidence and opportunities that come from being part of an established network that's committed to your success.
As a partnered advisor, you’ll be part of a network focused on a single mission: to take you and your clients further. From start-up support to business development and financing, you can count on our support at every step. If you’re looking to grow your business by acquisition, or to sell your book of business, we can help with that, too.
You will have the freedom to build your own book of business and to offer your clients unbiased advice. You get access to a broad and curated shelf of investment and insurance products offered by all the major players, with over 70 fund companies and 20 insurance providers to choose from. A win-win for you and your clients.
Count on secured, leading-edge digital tools and technologies, as well as highly specialized services and expert technical support when you need it
Our marketing and graphic design specialists will work with you to optimize your business strategy and make sure you stand out. Leverage their creativity and access a full suite of social media-ready materials and communication tools to make your
As a partnered advisor, you’ll have access to our flexible online training program with targeted training by specialists who know the business, so you can expand your knowledge and master the exclusive tools available to you.
A financial services firm of professionals specializing in financial planning, taxation and law rounds up your practice. Their expertise will help you handle complex cases with confidence.
Collaborating with people who share your goals and values makes all the difference. When you join our network, you're paired with a financial centre that provides sales training, mentorship opportunities and ongoing support as you build your business. Our financial centres are an important support network to partnered advisors on top of the network services.
BECOME A DFSIN PARTNERED ADVISOR.
Reach out today and let's make big things happen.
Chris Sutherland
Vice-President
Distribution and Growth Strategies
