For Advisor
We help advisors build their businesses the way they want to.
We provide everything they need for them to grow their practice and then get out of the way
WHY JOIN PALOS?
Onboarding made easy
Frictionless transition with robust support and processes. Smoothly migrate your practice to Palos with the dedicated support of our Onboarding Team. Plus, unlike traditional banks, we offer a multi-custodial platform with National Bank, Fidelity, Royal Bank, and Interactive Brokers as custodians with clearing services provided.
Cross-border wealth management
Because of our sister company, Palos Wealth USA, advisors who meet our qualifications can be dually licensed to work in both jurisdictions. That means that
you can manage assets and investments for clients with accounts on both sides of the border.
100% ownership of your book
Retain complete ownership of your book of business.
Create
custom
built funds
Ability to create custom built funds to help manage your business while building a track record by unitizing your model portfolios.
Deliver a best
in-class client
experience
Work with a wealth management platform that allows you to deliver a best-in class online user experience to your clients.
Industry leading payouts & equity in Palos
We not only help advisors grow their book faster..
We help them get paid more while doing it.
Remote-first work culture
Unlike traditional banks we don’t mandate your presence in company-owned offices, emphasizing traditional work environments. We instead support a remote-first culture with access to flexible office space in Montreal.
Tech
Infrastructure
Freedom to select preferred hardware and software, fully supported for seamless remote operations. Plus, unlike traditional banks we don’t have a fixed in-office technology setup with limited options for personalization. We instead have a broad selection available with centralized IT support.
Thrive on innovation & collaboration
We provide you with opportunities to learn how to grow your client base. Work with industry leading professionals to help you grow your business with one-one coaching sessions, regular workshops and webinars on industry trends and strategies.
GET STARTED
Book a meeting with our
head
of business development
Join Palos and supercharge your practice
