Acquisitions & Succession planning

We are one of the leading Managing General Agencies in Canada, helping clients with a complete range of Insurance & Investments Brokerages acquisitions and succession planning.

EXPERIENCE

Over 50 years of combined experience

CUSTOMER SERVICE

We treat our Financial Advisors with respect, honesty, and integrity.

BEST PRODUCTS

We carry the best services in the financial services sector because we believe our Financial Advisors deserve the best products no matter what are their needs.

If you are an AGA or MGA interested in selling books of business or succession planning for your business!

we are interested in acquiring your Books of Business or undertake succession planning for your business across Canada.

If you are an Independent advisor, looking to retire then we have a succession plan for junior advisor to look after your clients and your books professionally.

Acquisitions and Succession Planning

Canada is considered the ideal location for businesses to bloom and grow. One of the main strategies used by companies to grow their business is through acquisitions and there obviously many reasons for it. Whether you want to go through with an acquisitions or you simply want to plan the succession of your existing business, OM Financial Inc. can help you with it all.

An acquisition can bring in a lot of benefits for both companies if done right. Whether you want to acquire a smaller business, or if you want to be acquired by another company, we can find the best possible options for you, figure out the strategies and guide you through the whole process without little to no complications and risks.

We can understand how hard it must be for you to choose the right successor for your business. You’ve built it from scratch and it’s important that the company is passed on to the right hands. Usually, the succession is done in three ways - you choose a family member, an employee or you sell your business to a third party. No matter whichever strategy you decide to go with, our experienced team can help you with all the necessary support you need. Let us help you in securing the future of your business through the right strategies and plans.