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Partner With Us

Financial Advisor

Whether you are a new Independent Financial Advisor or a veteran in the industry, differentiating yourself from the competition is integral to take your business model to the next level.

Tax Professional

AIP’s Referral Partner Program is ideal for the next generation of tax professionals who want greater independence and more opportunities to create multiple recurring revenue streams for themselves.

Retiring Advisor

AIP’s Referral Partner Program is ideal for retiring Financial Advisors who want greater freedom and opportunities to pursue their hobbies while creating multiple recurring revenue streams for themselves.

Insurance Advisor

Joining up with AIP Asset Management’s Referral Program allows you to take your business model to the next level while differentiating yourself from increased market competition.

Join AIP’s Referral Partner Program

At AIP, we like getting to know the people we work with. Whether you are a financial advisor just starting out in the field, an insurance advisor, a tax professional or an advisor who is leaving the industry, let’s connect. We have a turn-key solution for financial services professionals who are looking for greater income growth and protection, more time, happier clients and greater independence.

AIP’s Referral Partner Program is ideal the next generation of advisors as well as those who are thinking of leaving the industry who want greater independence, more opportunities to create multiple recurring revenue streams and generate passive income for themselves.

Joining AIP’s “New Family Office” model offers a lot of flexibility so your business remains your own. If you are ready to enhance your profile as a seasoned finance professional by offering your clients the opportunities to capitalize on alternative investment strategies, diversification of returns, global equity exposure and growth opportunities around the globe, let’s discuss what we can do to take your business to the next level.

How You Benefit as a Partner

  • Increasing and protecting your income
  • Focus and grow your core business ie. insurance
  • Generating more business
  • Access to professional money managers without all your clients having to be high net worth
  • Differentiating yourself from your competitors
  • Detailed reporting and account monitoring for your clients
  • Staying efficient while reducing expenses and effort
  • Improved operational efficiencies
  • Enhanced professional image

How Your Clients Benefit

  • They receive a complete spectrum of financial diversification and asset allocation
  • Institutional-quality management
  • Access to a “Bay Street” award-winning Portfolio Manager and a team of specialist professionals
  • Achieve risk-adjusted returns
  • Lower base fees
  • Customized solutions
  • Detailed reporting and account monitoring
  • Eliminate conflicts of interest