Create the practice you’ve dreamed of – a practice tailor-made to your specific needs, as well as the needs of your family and your clients.
You’ve worked hard to build your business. Now it’s time to reach new heights – a level you never imagined was possible!
Create the practice you only dreamed of – a practice tailor-made to your specific needs, as well as the needs of your family and your clients.
At Balance Financial, you control your business – from product solutions, to areas of advice, to target markets. We’ve built a model that allows you almost limitless possibilities and opportunities.
Our brokers can offer their clients the following investment options, through our insurance partners or through our dedicated portfolio management company:
If you’re insurance licensed, our carrier partnerships give you access to the following:
In addition to the home financing options listed above, we have an internal mortgage specialist and relationships with other mortgage brokers.
Our brokers are able to offer comprehensive tax planning through our affiliation with The Accounting Place. This exclusive collaboration offers your clients access to the following services at very competitive rates:
More importantly, as adherents to the principles of Real Wealth ManagementTM, The Accounting Place can integrate extensive tax planning and advice into your clients’ financial planning, providing deeper, more relevant planning expertise.
Become an advisor for a company that has been helping clients achieve financial security for over 20 years.
Most of all, you become part of a team of advisors who work collaboratively to support each other. Our advisors routinely develop client solutions with each other – accessing the specialization and expertise of each of our team members.
You’re always independent but you’re never on your own!
Join the financial services brokerage firm that’s pioneering the way financial services are delivered in Canada.
Working in partnership with:
Croft Financial Group
BridgeForce Financial Group
The Accounting Place