Advisors · Join
Join Investco Financial
If you hold — or are eligible to obtain — a provincial insurance licence and want the Investco Ecosystem with real support behind it, we'd like to talk.
How the process works
- Step 1
Introduction
A confidential conversation about your practice and what you're looking for.
- Step 2
Review
We review licensing, existing contracts and the practicalities of a transition.
- Step 3
Onboarding
Contracting, Ecosystem setup and migration of your client records.
- Step 4
Ongoing support
Regular check-ins during the first year and continued access to support and planning resources.
What we'll ask about
Licensing
Which provinces you're licensed in and your current standing.
Practice profile
Your client base, focus areas and how you like to work.
Existing agreements
Any contractual obligations that affect a move.
Goals
Where you want the practice to be in three to five years.
Reach out confidentially
Email our office and we'll arrange a private conversation.
Applicants must hold or be eligible to obtain the applicable provincial insurance licence. Investco Financial makes no representation regarding income or production outcomes.