Ensuring Your Peace of Mind, Facilitating Seamless Client Transitions
Ready to Retire? Let Us Help You Transition Smoothly.
At Grant Strachan & Associates, we know how much you care about your clients. As you think about retiring in the next few years, we’re here to ensure they continue to receive the exceptional service they deserve, while you enjoy a well-earned retirement.
Why Partner with Us?
Trusted Expertise
With our CIRO Investment Dealer and Life Insurance licenses, plus a team of highly qualified professionals, we’ve got the experience and credentials to back up our promises.
Comprehensive Support
Through IG Wealth Management, your clients will have access to top-notch tax experts, lawyers, and financial planners.
Rewarding Retirement
Get a great valuation for your practice, a substantial up-front payment, and a tax-efficient exit strategy. Plus, enjoy continued compensation even after you retire.
Smooth Transition
We’ll create a personalized plan to ensure your clients experience minimal disruption. Your role will be crucial in the handover, but we’ll handle the heavy lifting.
Seamless Continuity
Your clients will continue to work with experienced advisors who are committed to their financial well-being. We offer flexible transition options, including integrating your existing team into our Family Office.
Enhanced Resources
With IG Wealth Management, your clients will benefit from a wide range of resources, including tax, legal, and advanced financial planning specialists.
Secure Your Clients’ Financial Future
Reach out to us today for a confidential, no-obligation conversation about how we can help you retire with confidence and ensure your clients’ continued success.