Financial Centre Support
We have chosen for you. It’s not the right location? You can change it anytime.
Hear what
the DFSIN difference
means to them
EXPERIENCE THE DFSIN DIFFERENCE FOR YOURSELF
No matter where you are in your career, partnering with us makes sense.
You maintain your independence with access to an open product shelf, while benefiting from a vertically integrated dealer and MGA network. Backed by the strength of Desjardins, we empower you to build your business your way—with the tools, technology and support we’re committed to providing.
That’s why many established advisor firms choose to partner with us to elevate their business, while emerging advisors join our network for the development and growth opportunities that set them up for long-term success.
DON’T TAKE OUR WORD FOR IT.
SEE WHAT YOUR FUTURE PEERS HAVE TO SAY.
The support we get from our financial center is crucial to our success. Their ongoing assistance gives us the peace of mind to run our business smoothly. We're lucky enough to have a team of like-minded adviserss to share ideas with and help each other out.
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Stay Unbiased
I love the freedom to select the products and the companies that are the best for my clients. Being unbiased is essential to building trust with my clients.
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Grow My Practice
I own my block of business which means the strong relationships I build with my clients not only benefit them but also help me grow my most valuable asset - my practice.
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“For me, without a doubt, it’s the fact that I own my client book. I worked hard to build my business and our network recognizes that.”
Tony Wray
Investment Fund Advisor
Life and Health Insurance Advisor
“The ongoing support from the financial centre is crucial to our success, giving us the peace of mind to run our business smoothly.”
Joshua Wray, B.A.
Mutual Fund Representative
Life and Health Insurance Advisor
JOIN A NETWORK THAT'S INVESTED IN YOUR SUCCESS
From a seamless onboarding and transition process, to compliance guidance, business development coaching, and financing for acquisitions or support with selling your book of business—you can count on our support every step of the way.
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. Equisoft for CRM, Dataphile as a brokerage platform, Wealthserv, Conquest, just to name a few.
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.
“Independence matters. But support, the right kind of support, is what lets independence thrive. That’s what real partnership looks like to us.“
CHRIS SUTHERLAND
VICE-PRESIDENT
DISTRIBUTION AND GROWTH STRATEGIES
BECOME A DFSIN PARTNERED ADVISOR.
Reach out today and let's make big things happen.
Chris Sutherland
Vice-President
Distribution and Growth Strategies
