+1.855.462.4672 info@agoracorp.ca

We’re on a Mission to enable better investment advice

Agora is focused on better outcomes for Dealers, Advisors, and their clients.

We believe all investors deserve access to professional and personalized advice and products regardless of their level of wealth.

Vision

We seek to change the entire industry for the better by improving the value proposition for all investors. We are doing this by enhancing the capabilities and capacity of Dealers, Advisors, and investment managers.

Your Team

Andreas Csidei

Head of Finance

Cristina Zsoter

Chief Administrative Officer

Paul C. Morford

Co-Founder, Chair

Robert Smuk

President & CEO

Arup Narayan Das

Chief Compliance Officer

Mark Probyn

Region Head
Ontario and Western Canada

mprobyn@agoracorp.ca

Xavier Mercier

Region Head
Québec and Maritimes

(438) 390-4399

xmercier@agoracorp.ca

What our partners are saying

“Agora scores a 10/10 for being nimble. From electronic onboarding, workflow efficiencies, pricing structures and product solutions, Agora’s platform is revolutionary. Seamless onboarding, efficient asset transfer and quick issue resolution – Agora gets the job done and they get it done correctly the first time!”

 

Bill Charles
President & CEO
Global Maxfin Investments

“We are pleased with Agora’s simplicity and user-friendliness. The transition of paperwork to digital is seamless, creating more efficiency and is a very simple process for clients.

We now have flexibility to customize fees and deliver an expanded product offering tailored for each client.”

 

Zael Miransky
Certified Financial Planner, Financial Advisor
Global Maxfin Investments
“No other provider has the efficiency that Agora delivers – from documentation, to transfers and trades there is no competition. Agora’s Model Portfolio solutions are a game changer for our advisors.

Agora is an industry disruptor that shares our values and vision. Their team is in constant contact and is committed to providing solutions for every problem.”

 

Maxime Gauthier
Managing Director, Chief Compliance Officer
Merici Financiers Inc.

“After using Agora’s platform for over a year, I’m confident saying it has been beneficial to building a successful transition plan. My business partner and I can now provide our clients with nominee accounts at an extremely low cost.”

 

Ken Power
Financial Advisor, Partner
Sentinel Financial Management Corp.

Agora Dealer Services Corp. is a member of the Canadian Investment Regulatory Organization. 

Ontario Securities Commission