Integrated Wealth Partners
Integrated Wealth Partners
What led us to choose successful integrated wealth partners?
Growing a business is the ultimate goal, but it may not always be economically feasible. The costs associated with new initiatives can often be prohibitive. We understand that the secret to growth is collaboration. We do this by setting the stage for actual growth. We build relationships with our partners and reap the rewards of success as a result.
A successful integration partnership with Finstar Private wealth offers the following benefits :
Compliance
By handling this on behalf of the Integrated Partner, the company will save the Integrated Partner time and money.
Admin Support
With Integrated wealth partners, Finstar Private Wealth assists you with all administrative aspects of the business, including receiving, checking compliance, following up, supporting businesses submitted, interacting with BC, providing compliant services, servicing, administering medical aids, as well as storing documents in a compliant manner.
Facilities
Integrated wealth partners are welcome to work directly from Finstar’s offices, which are equipped with all the necessary equipment.
Specialist Solutions
All Finstar Private Wealth representatives can take advantage of corporate benefit services, including funds, medical assistance facilitation for sales and services, actuarial and investment services, risk mitigation, and estate services.
Profit Share
We can assist you in reducing the inherent costs of running your business by collaborating as integrated wealth partners.
Succession Planning
The benefits of successful integration partnerships include full access to advanced distribution platforms as soon as they join. As an integrated wealth partner, you can structure the succession plan according to your individual preferences or pass your book to another representative. All transactions will be handled by the company.