About Advisor Hunt
Services We Provide
Advisor Hunt Platform™
Allégez vos tâches. Optimisez votre pratique.
Choosing the right dealer or platform is critical. Advisor Hunt® helps you identify dealers and platforms that differentiate you in the marketplace, minimize your administrative load, improve operational efficiencies, and keep you focused on your clients.
Avantages:
- Connaissance approfondie de l’ensemble du marché.
- Explorations confidentielles.
- Comparaisons discrètes de la rémunération.
- Choose and negotiate with knowledge.
Advisor Hunt M&A™
Protégez vos clients. Assurez votre héritage professionnel.
Menez à bien votre relève grâce à un conseiller spécialisé en fusions et acquisitions dans le secteur de la gestion de patrimoine. Advisor Hunt® matches qualified buyers with prepared sellers, structures deals to maximize outcomes, and manages the deal process for you.
Avantages:
- Spécialisation dans le secteur de la gestion de patrimoine.
- Expertise en fusions et acquisitions (M&A) en gestion de patrimoine.
- Processus transactionnels confidentiels.
- Client-first approach.
Pourquoi les conseillers font confiance à Advisor Hunt®®
Advisor Hunt® is for Financial Advisors and Portfolio Managers.
In today’s rapidly evolving industry we bring you:
Connaître votre clientèle
- Nous sommes des spécialistes de votre secteur.
- Nous parlons le même langage que vous.
- Nous comprenons vos réalités et vos défis.
Expertise en fusions et acquisitions (M&A)
- Expérience éprouvée dans la conclusion de transactions de toutes envergures.
- Processus de F&A spécialisés.
- La référence en Optimal Practice Succession™.
Des décennies d’expérience
- Nos parcours incluent les rôles de conseiller, grossiste, banquier, analyste et bâtisseur de cabinet.
- Des conseils tant techniques que stratégiques.
Processus confidentiels
- Demeurez discret tout au long du processus alors que vous comparez plusieurs options.
- Conservez la maîtrise de vos communications.
Défis sectoriels majeurs que nous relevons
Votre plateforme est devenue trop étroite
We confidentially investigate and compare alternatives for you. You understand your alternatives while remaining discreet.
Aucun successeur potentiel
Nous vous accompagnons dans la définition du profil idéal de votre repreneur, puis nous menons une chasse de têtes de précision pour trouver le partenaire parfait.
Difficultés liées à l’exécution des transactions
Nous structurons et réalisons des transactions qui alignent les intérêts de l'acheteur et du vendeur, cernent et atténuent les risques, et maximisent les résultats – pour vous et pour vos clients.
Meet the team
Darrell Jacobsen
President
Started two decades ago, Darrell has steered Jacobsen Partners to serve only established financial advisors (those who own their books,) CFOs, and finance and business leaders. With a strong team and tight market specializations, we are deliberate in bringing expertise to mandates and providing access to value-creating partnerships and deals. Our mission is to grow client wealth with every mandate, with every deal that we do.
Darrell also coaches driven achievers to develop their visions. Vision is the single variable under your full control that can elevate you from an achiever to a leader. Leaders have vision. Ready to get yours?
www.visionhunt.com (new website coming soon!)
darrell@advisorhunt.ca
Johnathan Ciliberto
Vice-President
Johnathan serves successful fi nancial advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition to superior platforms to better serve client long-term wealth objectives. Firms that John partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offi ces. Prior to Advisor Hunt, John was a recognized top performer in fi nancial planning at RBC. He was responsible for market development, client acquisition and outside sales. John is a knowledgeable industry insider serving advisors in English, Spanish, French and Italian.
john@advisorhunt.ca
(514) 360-9208
Vincent Boudreau
Vice-President
Vincent is an expert in recruiting and consulting for financial advisors, financial planners, investment advisors, mutual fund representatives, portfolio managers and financial security advisors. His job is to help financial advisers to obtain the best return and the best commissions rate, to increase their level of independence, to have better support for compliance and the administration of files, to have access to state-of-the-art tools and benefit from generous incentives for transferring their assets to another platform. He also supports advisors in the sale and purchase of client portfolios, particularly those looking for growth or succession. Prior to this role, Vincent worked as a Financial Advisor for Laurentian Bank. He therefore knows the advisers’ environment well. Vincent is a level 3 candidate in the CFA Institute program and holds a Bachelor’s degree in Finance and Economics from the University of Montreal. Vincent speaks English and French.
vincent@advisorhunt.ca
(514) 360-9210
Robert Parnigoni
Director - Operations & Technology
Robert ensures the smooth running of our operations, including leveraging our tools and technology for effi cient and effective client service. He manages our team that keeps our consultants market-facing, talking to clients and the types of people who our clients want to meet. Robert was a Search Director, CFO Hunt and Tax Hunt, before becoming Director of Operations & Technology. With that experience combination he brings a unique understanding to our clients’ and consultants’ needs. Prior to Advisor Hunt, Robert worked with some of the world’s leading technology and digital-economy companies, including Cisco Systems, Nortel and Newbridge Networks. Rob earned his Bachelors in Computer Science from Concordia University.
robert@advisorhunt.ca
Leon Iragena
Director
Leon uses targeted solicitation to facilitate the succession planning of fi nancial advisers by matching selling advisors with established buying advisors. He also facilitates the transfer of books between dealers for advisors looking for an upgrade. Leon brings experience from a successful career in banking spanning several key roles. Prior to joining the team, Leon distinguished himself as one of the top performers in business banking at Scotiabank and National Bank of Canada. Leon holds an MBA in Financial Services from Laval University and a Bachelor of Science in Applied Mathematics and Quantitative Economics from Millsaps College (USA). Profi cient in both English and French, Leon is poised to leverage his expertise and knowledge to serve the Canadian market coast to coast.
leon@advisorhunt.ca
(514) 360-9204
François (Frank) Dufour
Director
François is a Director in the Financial Advisor Solutions team at Jacobsen Partners. He serves successful fi nancial security advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives. Firms that François partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offi ces. Prior to joining Advisor Hunt, François was an institutional marketer for well known Canadian investment fi rms. François also worked as a wholesaler for mutual fund companies. Furthermore, François is in a great position to understand the advisors reality as he also held that position serving 250 families for a few years. François obtained a Bachelor degree from Bishop’s University, a Master of Science from ESCEM-Poitiers, a private business school in France and a Master in Business (International Management) from Sherbrooke University.
francois@advisorhunt.ca
(514) 360-9209
Témoignages
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
$200
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
$200
Foire aux questions (FAQ) générales
Avec quels types de conseillers travaillez-vous ?
We work with all financial advisors including investment, insurance, planners, and portfolio managers. The commonality is that advisors must have a loyal clientele (ie. own their practices / books.)
Quel volume d'actifs ou quelle taille de bloc d'affaires recherchez-vous ?
Ce n’est pas la taille qui importe, mais plutôt la propriété du cabinet ou du bloc d’affaires. Nous travaillons avec des conseillers dont l’envergure du cabinet varie, allant d’un cabinet-boutique à plusieurs milliards de dollars d’actif.
Qui peut bénéficier des services d’Advisor Hunt® ?
Any financial advisor who owns his or her practice and is considering succession or a platform transition.
Does Advisor Hunt® Advisor Hunt® aide-t-il avec les fusions et acquisitions (M&A) ?
Advisor Encore™:
Stay Engaged, Add Value,
Be Part of the Team.
Contact
- (332) 244-9550
- info@advisorhunt.ca
- 99 Wall Street, Suite 5409 New York NY 10005
Market Data powered by QuoteMedia. Terms of Use.
