Your next firm could be yours. Fully.

Join Purpose Advisor Solutions for a webinar on what it takes to register and run your own Portfolio Management (PM) firm.

Today, your practice operates within a firm

owned by someone else. Your dealer sets

the rules, shapes the client experience, and

ultimately controls much of the enterprise value

you're helping create.

But there's another path for advisors who want

to take ownership of what they've built.

Establishing your own Portfolio Management firm,

registered directly with provincial securities

regulators rather than operating under a CIRO

dealer, allows you to build and own the business

around your book. Incorporate from Day 1, own

your equity outright, and gain greater control over

your client experience, business strategy and

future.

For many successful advisors, the opportunity is

compelling. What's less clear is how to make it

happen.

Build your firm around your vision.

Shape how your clients are served, built around your vision.

Own the shelf, the strategy, and the structure, so your clients get what they need.

Pursue growth on your terms, organically, through partnerships, or acquisitions.

Build a firm with the potential to be worth far more than your book alone.

A practical introduction to the opportunity, requirements, and process of establishing your own Portfolio Management firm.

1. Why more Canadian advisors are exploring the PM model.

The growing appeal of business ownership, greater control and building long-term enterprise value.

2. What it takes to establish your own PM firm.

Understanding the registration requirements, key personnel, business structure, compliance obligations, and costs involved.

3. Navigating the registration process and beyond.

From preparing and submitting your application to planning your transition and launching your own firm.