You bet your assets we can!

With decades of experience in the financial services industry, we’re well positioned to support your entrepreneurial spirit. Whether you’re looking to shift from sole proprietor to business owner or grow your practice from 5 employees to 50, we can help you navigate the path to growth and success. We understand that growing a practice is about more than being a successful advisor, it’s about having a vision for your business and an appreciation for all of the moving pieces required to achieve that vision.

Partnering with SagePath adds to your bench strength in:

  • Business planning, modelling and operations

  • Process engineering

  • Teaming, acquisition and succession planning

  • Technology and automation

  • Branding and marketing

  • Compliance and regulatory oversight

If you're passionate about taking your practice to the next level, we can help.