TORONTO, July 10, 2018 (Newswire.com) - FindBob and CWB Maxium announced today their partnership in providing the financial and insurance industry with up-to-date information regarding financial issues and aid in business growth and expansion among advisors and agents.
FindBob champions better transition behavior among financial professionals and their firms. By allowing company principals to take control of their futures on a secure digital channel, FindBob helps them safely discover opportunities to buy, sell, merge, partner or address succession. CWB Maxium provides financial advisors with access to capital to build their practice, offering up to 10-year amortizations and up to 100 percent financing to help advisors with their succession strategies.
Our goal in working with CWB Maxium is to provide the financial and insurance industry with a single point of clarity regarding options for growth.
Roland Chan, Found and CEO, FindBob Ltd.
“Our goal in working with CWB Maxium is to provide the financial and insurance industry with a single point of clarity regarding options for growth,” said Roland Chan, founder and CEO of FindBob. “Our partnership will not only provide agents and advisors with a means to discover growth and succession opportunities but will also allow them to find a reputable and established lender with a firm understanding of the needs of funding within the finance and insurance field.”
CWB Maxium is committed to providing capital to the financial advisor industry. “We are excited about the partnership with FindBob,” said Dan Gilchrist, vice president, CWB Maxium. “Together with FindBob, we can provide the platform and tools necessary for advisors to successfully grow and expand their business through practice acquisitions.”
FindBob is the leading provider of transition management platforms for the financial services industry; supporting the financial industry and consumers by ensuring advisors solidify their promise to build practices with continuity plans for long-term stability for their clients through opportunities for growth, mergers or partnership.
About CWB Maxium
Specializing in mid-market lending since 1993, CWB Maxium Financial is a leader in providing creative financing to businesses across Canada. The Financial Advisor lending program was launched in 2016 and designed exclusively for financial planners and independent agents interested in scaling their practice by buying a book of business or buying out a partner or employer. Common areas we finance include acquisitions, refinancing and succession planning. We understand our clients' business and our program adapts to meet the needs of our clients. We provide flexible terms, competitive rates and recommend structures based on our clients' financial position and objectives.
Source: FindBob Ltd.