Value Added

"With the support of a team of professionals, advisors can have the confidence that Sterling is the right partner for them."
Joanne Caruana, B. Comm, Chief Operating Officer

Sterling's personnel brings extensive financial industry knowledge ranging from senior management, compliance, operations, financial advisory and branch management roles. We have a unique, fresh perspective and approach when working with our representatives.

Sterling provides their advisors with the necessary tools and information to effectively run their practice. We also assist in the navigation of the complex regulatory landscape. Our team provides the proper guidance, support and coaching to help advisors grow and protect their business, by employing a proactive, business-oriented approach.

Value Proposition

We have an experienced team of professionals to assist our advisors in implementing successful business practices and in growing a more profitable and sustainable business.

Sterling Self-Directed TFSA, Retirement and Non-Registered plans allow access to top mutual fund companies. This minimizes paperwork for both clients and advisors at a fraction of the cost, compared to traditional self-directed plan providers.

Additionally, our "Fee for Service" programs allow our advisors and their clients to take advantage of varying mutual fund share classes with lower MER's. This provides clients possible tax advantages that are associated with fee for service plans. It will not only help attract potential higher net worth clients but potentially help keep current ones.

Our industry leading value proposition is Sterling's way of doing business by letting you keep more of your hard earned dollars while making it easier for you to do business:

  • Industry leading compensation
  • State of the art proprietary back office solution
  • Competitively priced self-directed plans
  • Fee for Service programs
  • Intuitive email alerts and automated account tracking
  • VOIP Phone network: Toll free number, call logging, FREE long distance, call forwarding and voice mail
  • Advanced compliance monitoring applications such as portfolio modeling
  • In-house Advisory Council
  • Leading technology web-based programs

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