Business continuity and transition

A business transition plan to protect your clients and business partners.

Business continuity

You must leave your practice for a short-, medium- or long-term period?

Short-term absence

One month or less

(e.g., vacation)

Medium-term absence

1 – 12 months

(e.g., maternity leave, temporary disability, prolonged absence)

Long-term absence

12 months or more

(e.g., long-term disability, prolonged absence)

This program covers all the necessary elements to ensure your peace of mind during your absence, while maintaining quality service to your clients.

Business transition

You wish to plan your retirement or estate?

Sale (immediate or progressive), death, disability

This program covers all the necessary elements to ensure your peace of mind during your absence, while maintaining quality service to your clients.

Financing

In order to facilitate the purchase of a block of mutual fund assets from another Investia Representative, a financing program is offered through Industrial Alliance.