advisors

 

WE SPECIALIZE IN PLACING HIGH NET WORTH CLIENTS WITH OVER $5M IN INVESTIBLE ASSETS.
FINANCIAL ADVISORS CAN SIGNIFICANTLY GROW THEIR BUSINESS AND INCREASE THE VALUE OF THEIR FRANCHISE THROUGH A RELATIONSHIP WITH SHERWOOD PARTNERS.

ADVISOR BENEFITS

  1. HNW client who fits advisors target market.

  2. Access to client’s network and cross product opportunities.

  3. Effective and low risk form of client acquisition.

  4. Strengthen the quality of recurring revenue stream.

What advisors Are Saying

“This personalized approach does not exist, and Sherwood Partners fits a real need in the marketplace”

“Sherwood Partners provides great value to our firm”

“Every Canadian Family should go through this type of process before selecting on advisor”