Membership Opportunities
Find everything you need for your business to thrive in the ever evolving fee-based financial planning industry. Join a community of the best financial planners in Canada who come together to collaborate, learn, and grow their businesses.
The CANi Financial Planning Syndicate™
If you’re a comprehensive financial planner and have already built a successful brand you can benefit from The CANi Financial Planning Syndicate “white label” program.
Membership in this community allows you to continue to use your brand while utilizing a proven fee-based financial planning business platform. Capture all of the benefits of the syndicate, but under your own brand with your own logo.
CANi Financial Planning Syndicate members are given exclusive access to The IRONSHIELD Financial Planning Academy™ to see behind the curtain of this highly successful fee-based financial planning business model to enhance their existing process.
The IRONSHIELD Financial Planning Syndicate™
Members of The IRONSHIELD Financial Planning Syndicate™ benefit from the most complete, fee-based financial planning brand in Canada to support their financial planning career.
Knowing that their value comes from the advice they deliver to their clients, IRONSHIELD Financial Planners are trained (through The IRONSHIELD Financial Planning Academy™) to take their clients through a proven financial planning process that focuses on enhancing client clarity and building client confidence.
Educated clients build stronger long-term relationships with our financial planners allowing our members to build tremendously valuable businesses.
Thinking For A Living
Here’s how to finally get paid for your financial planning advice without the need to sell a product