# Sonance Financial Launches National Wealth Management Partnership

> Sonance Financial partners four Canadian firms to manage $2.3bn in assets for 1,400 families.
- Title: Sonance Financial Launches National Wealth Management…
- Summary: Sonance Financial partners four Canadian firms to manage $2.3bn in assets for 1,400 families. Sonance Financial launched a national wealth management…
- Keywords: sonance financial, advantage financial services, sona wealth counsel, jv financial, transition financial advisors group, trivest partners, wealth management, canada, financial planning, retirement planning, estate planning, tax planning
- Source: Financialpost — https://financialpost.com/pmn/business-wire-news-releases-pmn/sonance-financial-launches-national-wealth-management-partnership
- Read time: 1 min
- Topics: sonance financial, advantage financial services, sona wealth counsel, jv financial, transition financial advisors group, trivest partners, wealth management, canada, financial planning, retirement planning, estate planning, tax planning
## 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.
## Key takeaway

Sonance Financial launched a national wealth management partnership with four Canadian firms managing $2.3bn CAD in assets for 1,400 families.