About Us
Agora Dealer Services was created with a mission to be an innovative carrying dealer delivering important capabilities to dealers and their advisors. Our new leading-edge nominee platform, fund management and work-flow solutions set a new standard for the independent advice channel.
It is easy to partner with Agora and add seamless coordination of the latest investment solutions including our unique Model Portfolio Center, low cost and zero cost nominee and fee-for-service account options supported by powerful technology and experienced, responsive customer support.
Agora was inspired by a seasoned team of industry experts, who have been in the trenches with Advisors, Dealers and Intermediaries and have a deep understanding of the current landscape and challenges faced in effectively managing and serving the needs of clients.
Our Vision
Become THE wealth platform for the mutual fund industry.
Why? Because we believe that independent advice is the best solution for average Canadians. We want to foster independent advice and see it flourish as the premier channel for average Canadian investors.
As a Carrying Dealer, Agora partners with independent Dealers to dramatically reduce the administrative overhead associated with operating as a Dealer and as a Financial Advisor. And, we deliver a wealth of new capabilities to independent Dealers and Advisors to compete and thrive amongst large financial institutions and robo-advisors, empowering them to deliver valued advice and solutions to Canadian investors.
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