Extensive Product Access
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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.
Personally, what I love most is having extensive access to different fun companies and insurance carriers. This way, my clients can rest assured that every decision we make is in their best interest.
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Independence is Important
I joined the network in 2010 because of the independence it offers. This allows me to make recommendations from a wide variety of financial institutions and their products, ensuring that I put my client's best interest first.
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Owning Books of Business
One of the biggest differences at this network is that we own our books of businesses, our clients are our own and I don't think there's anything better than that.
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“Being a financial advisor is a lifelong learning commitment. I am grateful to receive support from my financial centre to pursue my CFP and CLU designations.”
Alina Robertson, CPA, CA
Financial Advisor
“Independence is very important to me. I value having the ability to make objective, well informed decisions that are truly in my clients’ best interests.”
Akaash Kalra, CFP®, BComm-FSM, RIAC, EPC, RIS
Certified Financial Planner
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
