For advisors
Advisors in transition.
If you are a Pl.Fin. or investment advisor thinking about selling your book, partnering, or preparing for retirement — Investissements De Longpre welcomes a small number of practices each year.
We integrate practices on values alignment first: independence, fee transparency, integrated planning, and continuity of care for clients. We are not chasing volume.
Every transition is structured on its own terms — block purchase, gradual partnership, or supervised succession — with operational, technology, and compliance support. The clients of your career stay at the centre.
Conversations are confidential and without obligation. If you want to take a next step, we will take the time to understand your practice before making any proposal.
Practices we partner with
- Pl.Fin. or independent advisor in Québec, with a stable client base
- Open to a 1-to-5-year transition (partial sale, partnership, or succession)
- Alignment with a fiduciary, plan-first, product-second approach
- Specialisations welcome — tax, insurance, rental real estate, incorporated professionals
Let’s talk, at your pace.
A first conversation, by phone or in person, in Québec City or Montréal. We sign a non-disclosure agreement before sharing any numbers.
Every discussion is strictly confidential. No information about your practice is shared outside the firm’s leadership without your written consent.