🇨🇦 Excited to share that FindBob, JAUNTIN', Parlay Ideas, and ENGAIZ were selected to the #CanadaFI50! See the full list at fi.co/50-CANADA Congrats, #founders: Roland Chan, Rainer Takahashi, Bobby McDonald, & Jai Chinnakonda @FoundingTO Kamal Hassan Sunil Sharma

How succession planning can save your independent insurance agency at.law.com/9renP4?cmp=sha… via PropertyCasualty360

FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages jdsupra.com/legalnews/finr…

Thanks to Advisor.ca for including us in this important piece. Ensure client privacy when planning for succession advisor.ca/magazine-archi…

CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at IFB Canada

Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! FindBob

Humbled to be recognized by FINTECH GLOBAL alongside 100 other incredible companies revolutionizing financial services through the use of artificial intelligence #AIFinTech100 findbob.io/aifintech100-t…

Enterprise transition management company FindBob has been listed in the new #AIFinTech100 list! Check out the full list here: fintech.global/aifintech100/ #AI #FinTech

Interesting read over at WM... Retirement Is Overrated for Many Advisors wealthmanagement.com/retirement-pla…

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