Transform your practice. Become an Integral advisor.
Our culture is one of mutual support across disciplines. Retail advisors, capital markets professionals, and corporate staff work together and share best practices. Operations in Ontario, Alberta and British Columbia mean our firm understands regional subtleties and differences in how business is conducted. We meet each year to cement these cross-Canada relationships at the annual Integral company conference.
Become an employee advisor, an independent contractor, or design a hybrid relationship with Integral that suits your situation. Enjoy the benefits of team membership:
Practice Development Support
Our internal and external practice development resources help advisors find their edge in the marketplace.
Co-Op Marketing Program
Integral contributes towards approved marketing initiatives that will build your practice.
Compliance Made Simple
Our compliance group is business-minded and understands how to work with you, based on their wide industry experience in operations and other disciplines.
Responsive Branch Support
Advisor/branch support is staffed by a proactive, dedicated team; high service standards are validated by feedback from existing advisors.
Transfer Fees Covered
When you join Integral, we cover all transfer fees levied by your existing firm.
Dedicated Transition Team
When our COO leads the Integral transition team, which establishes an onboarding plan in advance of your transfer to ensure smooth transition.
Capital Markets Group
Integral advisors have access to leading professionals who assist retail clients that need capital markets guidance. We also help advisors assess private or public companies through the capabilities of our Private Capital Solutions Group, Energy Group, Market Making Group, Trading Desk, and Equity Syndication Desk.
Deliver More Value
When you partner with Integral as a member of our advisor network, you join a nation-wide team that values synergy and collaboration for the benefit of clients. One that understands the whole is greater than the sum of its parts.
Together we provide clients with outstanding value and trusted counsel, based on a legacy that includes:
Client assets are held in custody with Fidelity Clearing Canada (part of Fidelity Investments, one of the world’s largest fiduciaries).
Established in 2003 with an unblemished track record and strong regulatory relationships.
There are no proprietary products or in-house solutions to sell.
Access street-wide syndicated offerings, specialty funds, OM products, third-party ICPM relationships, and other bespoke product/investment solutions for your clients.
Integral offers fee-based accounts, as well as separately managed accounts via referral arrangements.
Insurance Expertise and Training
We partner with HUB International as an insurance provider for clients, and provide extensive advisor training/support — including Advance Case and Estate Solutions teams to counsel advisors on larger, more complex cases.
Senior Management Access
Our corporate leadership team develops relationships with each individual advisor to ensure all viewpoints are heard and understood to address any issues on a timely basis.