Specifically designed for investment-wealth managers in Canada, this product is a detailed, structured comprehensive recruitment training manual.

This is a user – friendly chapter based instruction for individuals responsible for recruiting MFDA, CIRO & OSC based advisors.

This product allows a firm to train qualified individuals on how to effectively recruit advisors / portfolio managers for the broker dealers – money managers. This solution includes a 1 week in class training module. 

Target Audience: Business Owners, Partners, Managers for Asset- Wealth Managers, Investment Counsel and Broker dealers.