Sell your financial advisory / wealth management in Canada.
Sell or acquire a financial advisory or wealth management practice.
What makes a financial advisory / wealth management valuable.
Buyers pay premiums for these. SAZ positions your business to maximize each.
AUM (most important)
Recurring fee revenue
Client age profile
Advisor retention
Who buys financial advisory firms in Canada.
SAZ maintains direct relationships with buyers in each category. Targeted outreach, never spray-and-pray.
PE-backed wealth platforms
Bank-owned dealers
Larger IIROC firms
What buyers will scrutinize.
Specific to financial advisory firms — we pre-diligence these before listing.
Client retention post-sale
KYC compliance
Trailers vs fees
Sell your financial advisory / wealth management in any of these 30 Canadian markets.
Also relevant.
Buy a financial advisory / wealth management
If you're acquiring instead of selling — see the buyer playbook.
Financial Advisory / Wealth Management valuation
Detailed valuation methodology and industry-specific multiples.
All business types
Browse 124+ business types across 15 categories.
Start with a confidential valuation conversation.
30-minute NDA-protected call with a senior partner. info@Sedighi.ca or (604) 632-4959.