Looking to Sell Your Financial Planning Business?
Sell with confidence to a local, experienced buyer who values what you’ve built.
Schedule a Confidential CallAbout Me
I’m a 47-year-old financial planner with 17 years of experience building strong, client-first relationships. I know what it takes to earn trust over time—and I deeply respect the effort it takes to grow a business like yours.
My goal is simple: to acquire a financial planning practice within driving distance of Burlington, Ontario and continue serving clients with the care and professionalism they’re used to.
Well-Financed. Serious. Ready to Act.
This is not a speculative search or corporate acquisition strategy. I’m a fully-financed, independent buyer. I’m not wasting your time—I’m here to have a direct, transparent conversation with you about what a sale could look like.
You won’t be dealing with layers of approval, vague timelines, or third-party decision-makers.
What You Can Expect from Me
✔ Client Continuity Comes First
I understand your clients aren’t just account numbers—they’re relationships. I’ll handle transitions with personal attention and professionalism.
✔ Respect for Your Team and Office
If you’ve built a great team, I want to keep them. I’m open to retaining staff and maintaining your office to ensure continuity.
✔ Flexible Deal Structure
Whether you want a clean break, a phased exit, or something in between—I’m open to structuring the deal around your goals.
✔ No Surprises or Games
We’ll handle valuation fairly and transparently. I’m not here to play hardball—I’m here to make a good deal for both of us.
A Thoughtful Transition Process
This isn’t a “buy and disappear” situation. I’ll work with you to build a step-by-step transition plan that minimizes disruption for clients, your team, and operations.
Your clients will be dealing with me directly—not handed off to junior associates or pushed into a corporate structure. I'm not acquiring books just to cherry-pick the top clients and leave the rest behind. I’m here to take on your entire client base and continue delivering the kind of service you’ve built your reputation on.
Whether you want to stay involved temporarily or exit immediately, we’ll define a timeline that makes sense for you.
Your Legacy Matters
I’m not looking to erase what you’ve built—I’m here to carry it forward. If your brand, values, or service approach are part of your identity, I’ll do everything I can to preserve and honor them.
This is more than an acquisition. It’s about continuing a standard of care your clients already trust.
Let’s Talk Confidentially
If you’re even thinking about selling—whether now or later—I’d welcome a no-pressure, confidential conversation to explore fit.
Email MeOr call me directly: 905.973.7219