Bring Your Experience.
Build With Palos.
WHY JOIN PALOS?
Our Incentives are
aligned with Yours.
Whether you are looking to work within our centralized model or maintain a more independent practice, we explore how your approach fits with Palos.
Trust, transparency, and a commitment to clients’ best interests guide how we work together.
Transition Support
A move involves careful consideration for you and your clients. Together, we review the steps involved in joining Palos and transitioning client relationships, with attention to communication, account requirements, and continuity of service.
Investment Expertise
Connect with an experienced investment team that shares ideas and draws on disciplined research.
Access Our Core Strategies
Tap into Palos’ core funds and model portfolios to support your clients’ goals.
No set-up, purchase, or transfer fees.
Comprehensive Back-Office Support
Work with our operations and compliance teams on account administration, reporting, and regulatory responsibilities. Spend less time on administration and more time growing your business.
Tech Infrastructure
We provide centralized IT support with hardware and software to fully support remote operations. Benefit from secure digital document management and automated workflows.
Hybrid Work Culture
Our hybrid approach combines flexibility with time together for collaboration, shared learning, and connection with colleagues. Work from anywhere in Canada, wherever you’re most productive, with access to our office spaces in Montreal.
Exploring the Opportunity Together : Our Mutual Evaluation Process
Tell us
about You
Share your goals, your approach to wealth management, and what support you need to grow your business.
How We
Support Growth
Let’s discuss how we align with your long-term vision, and how we can help you stay focused on what you do best: serving your clients
Meet
Our Team
Get to know our leadership, operations, compliance, and accounting teams, and experience what it’s like to work with us.
GET STARTED
Book a Meeting with our
Recruitment & Partnerships Team
Ready to take control of your practice and grow on your own terms? Connect with our team today to learn how we can support you.
FAQ
Our structured onboarding process is designed to make your transition seamless. A dedicated team will guide you through every step, including licensing, compliance, and client transition planning. You’ll receive hands-on support from our operations, IT, and portfolio management teams to get you up and running quickly.
No, there is no requirement to use our investment funds. Advisors are free to choose the investment solutions that best meet their clients’ needs. In addition, we offer our wealth advisors and third-party portfolio managers the possibility to create custom-built funds.
Yes. We operate on a client-first philosophy, so you retain full ownership and control of your client relationships. You simply benefit from our firm’s support and infrastructure.
Our compensation model is designed to be simple and transparent, with no hidden fees or commissions. Your compensation is based on a percentage of the assets under your management, which means your success is directly aligned with your clients’ success. We believe in providing clear value for our work, and this model ensures you are fairly compensated for the trust you earn.
We take a proactive approach to compliance. Our team ensures you stay up-to-date with all regulations and provides ongoing training. We also offer quick reviews of all marketing and communications to avoid unnecessary delays.