Acquatio

Have you thought about what's next for your financial advisory practice? 🤔 'Tis the season to start solidifying your legacy with a solid succession plan. Succession planning should begin well before you intend to exit your practice - give yourself a runway of at least one year to as many as 5-10 years to start working on your plan. This type of timeline allows for: 🎓 Identifying and training potential successors 📚 Establishing a comprehensive training and mentorship program 📝 Transferring knowledge, skills, and client relationships 🤝 Providing ongoing support and mentorship during the transition period Looking for a little more? Leave a comment or send us a message and we'll send you our top resources to help your planning. We're here to help you succeed.🏆

IN THE NEWS: Wealth management M&A activity is on the rise for 2025 🚀 Our founder, Joe Millott, CFA, chatted with Investment Executive about the future of M&A in Canada and why there are many reasons to remain (cautiously) optimistic about growing by acquisition in a seller's market. Read the full scoop here: https://lnkd.in/eBF8Fsqt

3K+ and growing! 🎉 Thanks to you, our 3,000+ wealth management pros throughout Canada, for joining the Acquatio community and helping build a stronger financial future for Canadians across the country.    If you have a peer you think would love what we share - invite them to join us and follow along! We're only growing from here. 🚀 Here's to the next 3,000+! ... #Acquatio #AcquisitionRatio #FutureOfFinance #WealthManagement #WealthProfessionals #FinancialAdvisors #CDNEcon #CanadianEconomy #TheAcquatioEffect

Wealth management is only on an upward trajectory in Canada. 🚀 Over the past five years, the number of individual clients and AUM have risen by approximately 12% annually. This metric is forecasted to reach an impressive $1.95 trillion by 2028. Businesses and clients are increasingly looking for more sophisticated, personalized, and tailored solutions. This demand for informed, customized advice, driven by high-net-worth clients and a preference for personalized investment strategies, will continue to create significant opportunities for advisors looking to move to an independent model. Learn more about the big opportunities shaping the future of independent advisory practice on our blog: https://lnkd.in/eEMyc3qH ... #Acquatio #FutureOfFinance #WealthManagement #CanadianEconomy #CDNEcon #WealthProfessionals #FinancialAdvisors #FinancialPlanning #BusinessGrowth #EconomicTrends

What's an Acquatio?! 🤔 Since the day we started, our goal has been to empower wealth management advisors with tools, guidance and financing that can help them to 📈 grow, 🚀 scale and 🏆exit their business. Our proprietary process, which we call “The Acquisition Ratio”, is at the root of all we do. It's the strategic foundation for how advisors can build more profitable and valuable businesses over time. It's what we do, it's who we are. And that's why we're called Acquatio. Let's get to work! 💪 Connect with us for a free planning session or follow us for insights and ideas to inspire the growth of your practice. ... #Acquatio #AcquisitionRatio #FutureOfFinance #WealthManagement #WealthProfessionals #FinancialAdvisors #Valuation #Mergers #Acquisitions #FinancialPlanning #InnovationInFinance #TheAcquatioEffect

ACQUISITION NEWS 📣 Earlier this week, it was announced that CI Financial has been acquired by Mubadala Investment Company in a private deal that's made big news internationally, especially here in Canada. Our resident global finance expert, and founder, Joe Millott, CFA, shares his take on why this deal can bring new optimism to the Canadian market. Check out his big 4 takeaways below👇 #CdnEcon #PrivateEquity #BusinessStrategy #WealthManagement #CanadianBusiness #CanadianEconomy

Welcome to the first episode of our brand new #EmpoweringAdvisors podcast 💡. This week, Joe Millott, CFA, our Founder and Principal will be discussing How to Transition Your Advisory Practice to the Next Generation. This episode is based on an article we wrote in August and is packed with insights on how to undertake a successful succession process. 👉 Full article: https://lnkd.in/gF2AkxFE Stay tuned for future episodes as we delve into topics that are front of mind for #FinancialAdvisors and #PortfolioManagers to share key findings in under 15 minutes. Let us know any topics you would like us to cover in the comments 👇

Is It Time to Go Independent? Explore the Strategies for Ensuring Success. Are you a financial planner contemplating the leap to independence? The evolving landscape in Canada is prompting many advisors to consider breaking away from larger firms to establish an independent practice. But what does it really take to succeed as an independent financial planner? 🤔 🌟 Key Areas to Consider: Business Planning: Projecting your revenue and understanding start-up costs are crucial. How will you ensure your independent practice is set-up on a strong financial footing? 📈 Strategic Partnerships: Building relationships with the right investment and technology partners can streamline your operations and enhance client offerings. Who will you trust to support your journey? 🔗 Service Models: Tailoring your services to match the unique needs of your target market can set you apart. Have you defined your niche and pricing strategy? 🎯 As the trend towards independence gains momentum, financial planners are discovering new opportunities to shape their careers and deliver personalized advice. Could this be the path for you? 🌱 Curious to learn more about navigating this transition? Let's connect and explore how you can carve out your niche in this growing field. 💬 Full article: https://lnkd.in/g3xJHTrq #FinancialPlanning #WealthManagement #IndependentAdvisor #CareerGrowth #StrategicPartnerships #FinancialFreedom

Our latest article uncovers some unexpected trends that challenge conventional wisdom. 🤔 For years, we've heard about the struggles of building a successful wealth management practice, especially in Canada. The narrative often revolves around: • Fierce competition for high-net-worth clients 🏆 • An aging advisor demographic 👴👵 • Perceived shortage of new talent 🎓 But what if we told you that the reality might be more nuanced? 🧐 A fascinating analysis of data from Statista has revealed intriguing contrasts between the Canadian and US markets. These findings are set to reshape our understanding of the industry's trajectory over the next four years. 🔍 Key areas of interest: - Growth rates of high-net-worth individuals (HNWIs) - Financial advisor headcount trends - Implications for competition and market dynamics - Potential impacts on fee structures - M&A activity and talent management strategies The data paints a picture that's far from what many industry insiders might expect. It challenges long-held beliefs and opens up new questions about the future of wealth management in North America. Are we on the brink of a paradigm shift? How will these trends affect wealth management firms, individual advisors, and their clients? 💼💡 Curious to learn more? Let's discuss in the comments! 👇 Read the full article: https://lnkd.in/gifTdh_8 #WealthManagement #FinancialAdvisors #MarketTrends #IndustryInsights

🚀 Meet Zaw Tun, our dynamic Associate Principal.  With an impressive background in wealth management, trading, and equity research, Zaw brings a wealth of knowledge and strategic insight to our team. A CFA Charterholder and recent MBA graduate from the Richard Ivey School of Business, he’s made significant strides in financial analysis and market research. Before joining us, Zaw was an Associate Portfolio Manager at Industrial Alliance Private Wealth, where he played a key role in managing a $500 million pension portfolio. His expertise in optimizing operational capabilities and identifying growth opportunities is a game-changer for advisors navigating today’s competitive landscape. Outside of work, Zaw is a mixed martial arts enthusiast, a culinary explorer in Toronto, a fan of salted caramel ice cream and an avid listener of the band Thrice—a name that might not be familiar to everyone but is definitely worth a listen! 🎶 We’re thrilled to have Zaw on our team, helping us drive success and unlock new opportunities.  #WealthManagement #FinancialAnalysis #TeamHighligh