Built For Canadian Financial Planners… By Canadian Financial Planners

Scott, I have been part of this amazing financial planning community for over two years. The independence and freedom to choose what’s right for our clients is proof we are all singing from the same hymn book. I learn more each week in a single hour during our weekly “check-in webinar” listening to what other offices are working on than I have in the past year of industry conferences. It’s a rare thing and I’m so happy to be a part of it.”

The best thing about being a part of a financial planning syndicate is that it meant I did not have to figure out how to be a fee-based financial Planner on my own. From pricing to delivery, the team has tried and tested methods that everyone is willing to share. It’s allowed me to be more confident in pursuing (and winning!) larger opportunities that I would not even have known existed!

John Kalos joined the CANi Syndicate for its collaborative environment, mentorship, and vast resources tailored to financial planners. Coming from a banking background and starting his own practice in 2015, John found the guidance from the syndicate invaluable in building his business. He emphasized that the mentorship and coaching he received were instrumental in his growth, helping him gain industry insights and navigate the challenges of running a practice. The supportive community within CANi provides a wealth of knowledge, networking opportunities, and a shared commitment to his success. John credits the syndicate’s resources and ongoing support for significantly boosting his business and providing the tools necessary for long-term success. Watch the full interview.

Dave Wiitala joined the CANi Syndicate because its client-first philosophy aligned with his values of placing the best interests of clients above all else. Dave appreciated CANi’s emphasis on financial planning over product selling, which provided him with confidence that his practice was operating with integrity. The syndicate’s resources, structured training programs, and supportive community of like-minded professionals have been instrumental in helping him improve his business. With CANi, Dave found a system that not only enhanced his service offerings but also continuously pushed him to raise the bar and grow as a professional. He values the ongoing support and collaborative environment, which has allowed him to run his business in the way he always envisioned, confident that his clients are receiving the highest level of service. Watch the full interview.