Our firm takes it name and mission seriously, and we are committed to working only with Advisors who meet the highest standards of ethical conduct, and who will help to build our Brand as we develop into a powerful magnet to attract new clients who are seeking quality advice and service.
Our Membership Process includes:
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• A practice assessment and suitability application (contact us)
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• Personal interview with a member of our team
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• Police Security Check
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• Written confirmation of Educational and Professional accreditation
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• Written confirmation of status with your IIROC or MFDA dealer, or MGA including details
of any outstanding client complaints or regulatory inquiry or censure
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• Minimum of two written Client References
Member Advisors will also be offered opportunities to participate voluntarily in pooled marketing
programs for generating new business at an additional cost.
Contact us, to submit a practice assessment and suitability application to become a Member of the Client Centered Advisor network.
