From Financialpost · · 1m
Sonance Financial Launches National Wealth Management Partnership
Sonance Financial partners four Canadian firms to manage $2.3bn in assets for 1,400 families.
In brief
Sonance Financial partners four Canadian firms to manage $2.3bn in assets for 1,400 families. Sonance Financial launched a national wealth management partnership with four Canadian firms managing $2.3bn CAD in assets for 1,400 families. Originally reported by Financialpost.
Sonance Financial Launches
Sonance Financial Inc. announced a Canadian advisory wealth management partnership with four founding partner firms.
Serving 1,400 Families
The partnership serves over 1,400 families with approximately $2.3bn CAD in combined assets under management.
Founding Partners
Advantage Financial Services in Lethbridge, SONA Wealth Counsel in Ottawa, JV Financial in Edmonton, and Transition Financial Advisors Group in Arizona are the founding partners.
Partnership Model
The partnership preserves distinct strengths, cultures, and client relationships while expanding access to specialized expertise and resources.
Trivest Backing
Sonance Financial is backed by Trivest Partners, a private investment firm with over 45 years of experience.
Client Focus
The partnership emphasizes independence, advice from qualified professionals, and client-centered service for long-term growth.
The key point
Sonance Financial launched a national wealth management partnership with four Canadian firms managing $2.3bn CAD in assets for 1,400 families.
