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Financial
Services

Allow us to help your business stay on top of regulatory and compliance matters, save taxes, improve profits and enhance value. SB Partners has been trusted to help businesses in the financial services industry for more than 40 years, allowing our team to accumulate an abundance of unique operational and transactional experience. We have specific expertise with insurance brokers and agents, managing general agents (MGA), investment managers, financial planning specialists, mortgage brokers, investment funds, pension funds, leasing entities and mutual fund dealerships.

Contacts

Janice Pomerleau

905 633-6315
jpomerleau@sbpartners.ca