Looking to Join one of Canada’s Leading Financial Advisory Firms?
Join the elite wealth management office of Kurt Rosentreter at Suite 302, 3 Church Street in downtown Toronto, just steps from the Bay Street financial district.
- A sophisticated office with advanced tools for the established advisor seeking to be a leader in Canadian wealth management.
- A training and coaching mentorship for advisors transitioning to IIROC from MFDA or insurance.
- A developmental office for aspiring advisors needing a helping hand.
You are a successful, established advisor seeking to focus more on affluent client management growth while owning your business entirely and maximizing profit.
You are a successful MFDA or insurance licensed financial advisor seeking to convert to the IIROC platform to offer a broader array of investment products in the new stock and ETF world.
Attend our popular national “IIROC School” offering a week of training on all topics (compliance, products, marketing, planning and more) essential to becoming an IIROC financial advisor.
Training and coaching on:
You are a new or emerging financial advisor seeking to learn the basics of building a successful practice, providing proper planning services, learning how to attract new clients and earning a growing compensation base.
Seasoned guidance, mentorship and ongoing coaching on: