Recruiting for Top Wealth Professionals and Firms
maximize YOUR FUTURE
The wealth management landscape has changed - dramatically.
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Consider a better way to serve your clients and future.
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Re-energize your growth.​
For
INVESTMENT ADVISORS
For
PORTFOLIO MANAGERS
For
WEALTH FIRMS
Helping advisors find the "best home" to serve clients, grow your business and have the right rewards to experience the best of life.
As an owner or looking to particpate in the growth of independent ownership in private investment counsel, we match the right individuals and practices to the
growing list of firms actively participating in this channel.
A partner that can help the 'right' financial organizations identify and bridge the gap between their goals and available opportunities and resources.
WHAT MAKES CANSOURCE DIFFERENT?
Cansource Consultants was founded in 1992. Over the years we've developed a unique approach in the way investment advisors and firms interact with recruiters. We're focused on providing objective counsel, information and mutually-beneficial outcomes - that includes an extensive network within the wealth management industry.
OUR
FOCUS
OUR
NETWORK
OUR
SUCCESS
We've have an intense focus on you. Our success is driven by an "advisor-first" approach, focused exclusively on the needs and goals of advisors who are looking for access to superior and "best fit" opportunities.
We have a wide network of relationships. We work across the entire industry with independent firms, private investment counsel and bank-owned brokerages. We're building a reputation as a "go-to" source of opportunity for the industry's top advisors.
We're grateful for the success and kind words our clients share with us and others in the wealth management industry. Their endorsement is one of the greatest rewards we can earn.
