We can provide you with a realistic step-by-step plan for designing your independent business.
The opportunity
We support the entrepreneurial dream of advisors seeking to establish their own independent business.
If you have thoughts about how good it would be to have an alternative and run your business without a big dealer in the background, then your opportunity is finally here.
When financial advisors envision the future of their business, the industry offers multiple paths to success. Based on the accelerated growth of the RIA model in the U.S. — we have built Canada’s first comprehensive “open platform” designed to support your business as fully, truly independent.
If breaking away is your path, build the business you’ve been dreaming of with Agora’s Blueprint:
• Control your strategic direction
• Increase efficiency and productivity
• Enhance service, support and flexibility
• Realize robust growth opportunities
• Develop your competitive positioning
• Explore unique compensation options
Designed for entrepreneurial-minded advisors seeking flexibility of choice and the benefits of ownership, Blueprint provides:
• Business model planning
• CIRO mutual fund dealer registration
• Incorporation
• Legal, regulatory, bonding and audit support
• Comprehensive compliance planning, policy and procedure manuals, client agreements and forms design
• Ability to offer Managed Solutions for your new dealership
• Ongoing training and support
The Blueprint Benefit
Technology platform
Award winning, end-to-end, advisor centric, and easily integrated with other tools.
Efficient state of the art straight-through processing.
Full back-office support
Administration, custody and client reporting. Ongoing operations at the lowest industry cost with an award-winning platform and unwavering commitment to customer service.
Prime+ Managed solutions
Ongoing oversight.
Auto-rebalancing.
Compliance confidence
Ongoing compliance support.
Initial Form 1 reporting support.
Additional support through the first couple audits.
Talk to us about a realistic step-by-step plan for designing your business.
For a confidential consultation contact: Paul Morford paul@agoracorp.ca