You’re an advisor who believes that you’ve grown your business as much as possible with your current firm. You’re looking for business continuity services to support your move; maintaining a vested book is paramount. It’s important for you to be able to present your clients products and services from many different insurers and investment companies.
Although you may have specialized in either life/health insurance or investments, you’re considering becoming proficient in both, or working with a colleague to complete your service offer. The comradery and team spirit of a professional office of peers would be an environment you welcome.
If that sounds like you, consider us.
Independence supported by a full-service offer. Yes, it is possible.
Join us. Defy limits.
To discuss continuing your financial services career with DFSIN, contact in confidence:
(416) 926-2700 Ext. 5595554