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    Insurance Advisor

    If you are an Insurance Advisor who wants to differentiate yourself from the competition, joining AIP Asset Management Inc. (“AIP”) as a Referral Partner offers just that.  When you partner with AIP, you have the ability to offer investment management on a referral basis to your existing clientele.  Not only can this enhance your professional image which may result in more business, you also earn an additional stream of income that lasts to perpetuity.

    As a financial services professional, your success is enhanced if you are referable. That’s where partnering with AIP Asset Management Inc. (“AIP”) becomes beneficial to your business model. With a wider range of services available, clients are more likely stay with you and refer others to you. When you join AIP, you gain access to a licensed Portfolio Manager who is able to offer a wide range of securities products. AIP manages individual client accounts, known as Separately Managed Accounts (SMA) and operates on either a Flat or Flex Fee Model.

    Separately Managed Accounts

    AIP offers financial service professionals access to a Separately Managed Accounts (SMA) program through our Referral Partner Program.  The features which make our business model unique includes: no minimums in account size or book of business and a limitless range of investment products for Insurance Advisors to offer their clientele.

    Benefits when you join AIP as a Referral Partner:

    • Recurring income stream
    • Fee transparency with your clients, aligning yourself with regulatory requirements for fee disclosure
    • Ability to develop deeper client relationships
    • Less attrition due to deeper client relationships
    • Better cost and overhead efficiencies
    • Greater business resale, retirement and succession opportunities for your practice
    • Likelihood of satisfied clients who may refer others to your services
    • More opportunities to create multiple revenue streams
    • Choose between a Flat or Flex Fee Model for SMA

    AIP offers guidance to Insurance Advisors who are interested in offering more services to their clients. We’ve helped a number of large, dual-licensed practices turn their existing business into a one-stop shop for financial services.

    Call Stephanie Chong, Inside Sales at 416 601 0808 to learn more.

    Why Choose SMA?

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    Better for Clients

    • Lower fees – through bypassing the middle man, we are able to reduce the fees paid by the end client
    • Multi-custodian approach – by maintaining relationships with multiple industry leading custodians, AIP offers clients solutions custom tailored to their needs
    • CIPF coverage through our custodians. Client accounts will receive CIPF (Canadian Investor Protection Fund) coverage (up to $1 million per account type) through our custodians
    • Access to a licensed Portfolio Manager with a CFA designation – the most prestigious credential an investment professional can obtain
    • Portfolio Managers are fiduciaries – they have a regulatory obligation to act in the client’s best interest
    • All clients under the Separately Managed Accounts program will receive an Investment Policy Statement (IPS)
    • Able to accommodate all account types (Open Account, RRSP, TFSA, RESP, LRSP, RIF, LRIF, USD accounts, pension, etc…)
    • Able to accommodate all transaction types (Pre-authorized deposits, systematic withdrawal, RSF and RIF payments, electronic fund transfer, cheques etc…)


    Better for Referral Partners

    • Ability to further monetize client relationships
    • Creates a new and diversified channel of revenue that lasts into perpetuity versus selling your book for a two-time recurring revenue
    • Ability to convert existing practice into a multi-family office
    • You differentiate yourself from the competition and enhance your professional image by working with a licensed Portfolio Manager
    • You can stay efficient with reduced effort and expenses
    • Generate business by becoming more referable
    • Opportunity of joining AIP as a Portfolio Manager subject to approval of your experience and education requirements by the corresponding securities commission
    • Recurring revenue stream