About Us
Our Purpose: meaningful advice for everyone.
Agora is a business-to-business carrying dealer built exclusively to work in partnership with mutual fund dealers and financial advisors. Agora provides advanced digital tools and high net worth account and portfolio capabilities that are expensive to build as a dealer. Agora offers different nominee accounts with the convenience and flexibility to meet your needs whether digital, or paper-based. Dealers can effortlessly, and without cost, quickly upgrade their capabilities and their advisors’ capabilities and value. Agora’s carrying platform and prime and prime+ account structures augment a dealer’s business.
Agora is a digitally-oriented MFDA Level 4 carrying dealer providing Canadian mutual fund dealers and financial advisors with solutions that include:
- prime nominee platform and fee-based options
- prime+ model portfolios
- Online Wealth Office advisor & client conveniences
- Quantum Practice Management program & services
A truly unified digital wealth platform built exclusively for mutual fund dealers and their advisors to create deeper connections and better outcomes.
The Agora team are seasoned industry experts who have worked in the trenches with independent advisors, dealers and intermediaries for decades
Meet the Business Development Team
Jeff Thorsteinson
COO & Co-Founder, Agora Dealer Services Holding Corp.
Servicing Western & Eastern Canada
Peter Barron
Vice President, Business Development
Ontario
Xavier Mercier
Vice President, Business Development
Quebec
Meet More of the Team
Paul C. Morford
CEO & Co-Founder, Agora Dealer Services Holding Corp.
Robert Smuk
President & CEO
Carlos Yam
Chief Financial Officer
Cristina Zsoter
Chief Administrative Officer
Agora Dealer Services Corp. is a member of the Mutual Fund Dealers Association of Canada. Services aux courtiers Agora est membre de l’Autorité des Marchés Financiers.
