Welcome to the Canadian Advanced Advisory Network.
Your trusted consortium, where independent advisors unite to conquer the unprecedented challenges of our time.
Here, we bring together Canada’s finest independent advisory firms, fostering an environment where shared wisdom and innovative solutions thrive. We’re dedicated to tackling the complex, disruptive issues that confront advisory firms today, offering a platform for growth, learning, and resilience. Join us in shaping the future of advisory services, where together, we turn challenges into opportunities.
Become a Canadian Advanced Advisory Network Member.
Embark on a Journey with the Canadian Advanced Advisory Network:
Step 1: Initiate Your Path
Begin by submitting the CAAN Member Application for your firm. This is your first step towards a transformative alliance.
Step2: Discover the Benefits
Engage in a one-on-one session with a CAAN expert. Uncover how a Canadian Advanced Advisory Network membership can revolutionize your firm’s approach and operations.
Step 3: Elevate Your Firm
As a member of the CAAN, embrace the growth and assurance that comes with being part of an elite community of advisors. Witness your firm’s evolution in real time.
Exclusive Membership Tiers for Elite Financial Advisors.
You now become the client’s most trusted advisor and the project manager for all the client’s advisory relationships. You are doing what’s in the client’s best interest while getting all their financial product business from insurance to investment.
Interim Member – Your First Step to Excellence
To qualify as an Interim Member, applicants must meet stringent criteria:
- Licenses in life insurance, wealth management, and group benefits.
- A minimum of 5 years of industry experience.
- Annual new income of at least $100,000.
- A record of consistent client growth and retention.
- Participation in at least two professional development courses annually.
Full Member – For the Dedicated Professional
Achieving Full Member status demands a higher level of commitment and expertise:
- Licenses in life insurance, wealth management, and group benefits.
- At least 7 years in the business.
- Minimum one financial designation.
- Minimum new income of $225,000.
- A large established book of business.
- Active engagement in community or industry-related events.
Advanced Member – The Elite Tier
The Advanced Member tier is reserved for the upper echelon of financial advisors:
- Licenses in life insurance, wealth management, and group benefits.
- A minimum of 10 years of dedicated experience.
- An impressive minimum new income of $350,000.
- An established and diverse book of high-net-worth clients.
- Advanced financial degrees or designations (e.g., CFP, CFA).
- Leadership in professional or community financial initiatives.
- Regular contributions to financial publications or speaking engagements at industry conferences.
These elevated requirements ensure that our network remains a prestigious collective of highly skilled and dedicated financial advisors.
Elevate Your Practice with Premier Membership Benefits.
Transformative Growth with a Proven Roadmap
Join a community of pioneering advisory firms around the globe who have mastered the art of financial services integration. As a Canadian independent advisor, we equip you with the tools to revolutionize your approach, setting you on a path to industry leadership.
Empowering Coaching and Mentorship
Dive into a world of professional development with our expert coaching and mentorship programs. Designed to empower you, your team, and your partners, our approach fosters meaningful client interactions, unlocking new levels of client engagement and satisfaction.
Exclusive Access to Premier Events & Networking
As a member, you gain exclusive access to elite events and networking opportunities. These curated experiences are your gateway to expanding your professional network and honing your skills in a community of like-minded professionals.
Innovative Value-Based Fee Structure
Embrace our ‘Integrated Wealth’ framework, a proven financial planning service that seamlessly complements your existing offerings. This approach not only enhances your service portfolio but also opens new avenues for revenue generation, ensuring your practice thrives in a competitive marketplace.