You can seize a competitive edge by offering services that were once only available through the largest wealth management firms.
JOIN US TODAY
Transcend is a proprietary platform that combines the power of technology with the guidance of experienced financial advisors. We partner with independent professionals who seek a smarter way to run their business, using our unique services to differentiate themselves in an ultra-competitive environment. We’re turning the financial services industry on its head.
WHY JOIN NOW?
Transcend is a robust business platform that enables our partners to be systematic in how they manage their business yet customized in how they deliver added value to clients. As a Transcend partner, you will keep up to 100% of the revenue you generate, control your own destiny, and build equity in your business as you grow.
Financial professionals use the Transcend platform to offer tremendous value to clients. We support those efforts with an appealing succession plan and a contingency program so that the high level of service clients become accustomed to continues. We want you to have peace of mind knowing that the most important people in the equation, your clients your family will be protected.
Transcend is an integrated managed accounts platform providing access to institutional level investment managers and cutting edge technology. Additionally, professionals enjoy the freedom gained from not having the administrative burdens associated with back office operations as we are able to deliver a fully-integrated platform customizable to clients’ needs. We will provide your practice with tailored solutions offering support on sales, technology, operations and compliance.
GROWING YOUR BUSINESS
If having strong client relationships is the key for a successful practice then one of the main ingredients is time. One of the benefits of moving your administrative and operational functions to Transcend is freeing up your time. By outsourcing the responsibilities of portfolio management, compliance, market analysis and trading execution, you will have extra time to focus your attention on growing your business.
We also offer many ways for financial professionals to redefine their value proposition and leverage our brand. National and regional public relations programs, presentation templates, and transition communications are some of the ways we can help.
While joining the Transcend is a terrific option for professionals in growth mode we also offer solutions for those who are looking to slow down or get out of the industry altogether. If you’re considering selling your practice, consider a partnership with Transcend. We believe that a core obligation of every financial professional is to ensure that clients are taken care of long after the professional leaves the business. This is why it is imperative to transition your business to someone you trust to do a good job.
START YOUR TRANSITION
At Transcend we are aware of the challenges you may face with transitioning your business. Once you are ready to evolve your practice, we will take proactive measures to maximize efficiency during your transition. We handle all operational items including paperwork. Throughout your transition, we will provide updates regarding tracking and reporting activities for the status of accounts. We will coordinate in depth training on Transcend’s policies, procedures, tools and resources. We are available for any questions, problem resolution and training relevant to your particular needs.
Factors such as timing, compensation and client communication are taken into consideration as our transition team works with you to develop a comprehensive transition strategy. We understand the challenges you are facing and we are here to help you find the transition option that best suits your needs. Our breadth of knowledge and experience will ensure a smooth transition and you can rest assured that your clients are in good hands.
The Start: Growing up in Alberta, Randy calls himself a “refuge of the oil patch.” His job in the oil sector, took him to most small towns in Alberta. In 1996, he transitioned out of the big oil company with a payout. At first, he wasn’t sure what he wanted to do. Randy had taken… Read more »
The Start: In the 1990s, Peter worked for a “big insurance” company, designing financial plans for clients before financial planning was a buzz word. But, at the height of his career making good money, he decided to pack it in to start his own business. His mission was to build long-term financial plans to meet… Read more »
Transitioning to a Financial Planning Model This document is for advisors who are contemplating an independent business model for greater professional freedom, deeper client relationships and the financial rewards of owning a business. It is organized into the following sections: Why Advisors Go Independent; The Economics of Independence; Putting Together a Plan; and Choosing a… Read more »
The investment industry has become a maze of choices that advisors must navigate in order to discover how to best build and manage a business. The various combinations of technologies, investment services, operations and regulations are fairly well defined in Canada. However, sometimes new third party solutions present themselves and offer a chance to change… Read more »
Peter C. - British Columbia
Transition & Grow
"It's easy - the less fees our clients pay, the more money they make. Because of this service, referrals have increased, and our company grew over 15% per cent last year. We get more business because they do such a great job.
There’s a sense in the industry that you need to diversify your client’s assets and you shouldn’t have all your eggs in one basket. But you don’t need to worry about that here, because they have a selection of diverse independent portfolio managers that are top notch. Our clients our able to get a higher level of service and make more money.
Now, we are much more efficient, and I can spend the bulk of my time creating financial plans for my clients. I love it. I’m not selling, but just finding the best solutions. Every client is a new challenge and new puzzle to put together."
Randy T. - Alberta
Streamline, Slowdown & Decide
"Winding down my practice, I needed a partner I could trust. Since joining with Chris Ambridge and his team, my clients benefit in tremendous ways including customized management, tax efficiency, fee deductibility, lower fees in general and just greater flexibility. They weren’t getting this with straight mutual funds.
In the end, it was a no-brainer for me. Now, I am back to spending time in the wilderness, hiking, biking and organizing trips. I have a small group of clients I manage and have yet to lose a client since my transition to a total fee-based practice. I don’t need assistants anymore, and taking a three week vacation isn’t a problem."
Roger T. - Ontario
"I’ve been in the business for decades, and want to leave my sons a profitable and stable business. Together, we met with several portfolio management companies but none that could offer a similar investment philosophy that we shared in terms of getting the best value to our clients.
Like many financial planning companies in Canada, our clients’ assets range in size from million-dollar accounts to $100,000, sometimes more, sometimes less. They matched our clients’ needs, and were flexible with our account sizes, unlike other firms.
We get excellent service and don’t need to worry about portfolio management or compliance paperwork anymore. My sons and I get to focus on other parts of the business."