Accelerate growth and ensure continuity while maintaining your autonomy.
WHO WE ARE: A LEADING INTERNATIONAL PARTNERSHIP OF INDEPENDENT, FIDUCIARY WEALTH MANAGEMENT FIRMS.
In 2006, we launched Focus Financial Partners in the U.S. to address three challenges: 1) More and more clients were seeking unbiased financial advice from independent advisors. 2) Independent advisors who could offer that advice didn’t always know how to capitalize on this growth. 3) Many of these same advisors had no plan in place to ensure the continuity of their business for the future. Today, we see similar challenges in Canada: an increasing number of people seek independent financial advisors (independent firms managed almost 30% of all client assets at the end of 2014, over $400 billion). Just like their U.S. counterparts, these firms are eager to capitalize on the growth, but are not quite sure how to do it; and many do not have a business continuity plan in place.
WHAT WE DELIVER: SUPPORT AND RESOURCES THAT ARE UNPRECEDENTED
Focus has a proven track record of helping independent financial advisory firms drive revenue and margin enhancements, as well as ensure their business continuity. We also help elite teams at brokerage firms and banks leave their institutions to launch their own independent advisory firms or join forces with one of our existing partner firms. For both, we add value through operational, tactical and strategic initiatives, together with a compliance program that is second to none.
In April 2015, Montreal-based Dorchester Wealth Management (formerly Dorchester Investment Management) became the first Canadian firm to join Focus.
“Focus brings resources and expertise to our business while allowing us to maintain our boutique client service culture and investment excellence.”