What's an Acquatio?! 🤔 Since the day we started, our goal has been to empower wealth management advisors with tools, guidance and financing that can help them to 📈 grow, 🚀 scale and 🏆exit their business. Our proprietary process, which we call “The Acquisition Ratio”, is at the root of all we do. It's the strategic foundation for how advisors can build more profitable and valuable businesses over time. It's what we do, it's who we are. And that's why we're called Acquatio. Let's get to work! 💪 Connect with us for a free planning session or follow us for insights and ideas to inspire the growth of your practice. ... #Acquatio #AcquisitionRatio #FutureOfFinance #WealthManagement #WealthProfessionals #FinancialAdvisors #Valuation #Mergers #Acquisitions #FinancialPlanning #InnovationInFinance #TheAcquatioEffect
Acquatio
Financial Services
Toronto, Ontario 3,100 followers
Helping Wealth Management Businesses Grow, Scale and Transition
About us
At Acquatio, we empower financial advisors, allowing them to reimagine the way Canadians receive financial advice, focused on long-term planning and fiduciary duty. We understand the unique challenges and opportunities that advisors face and provide the comprehensive advisory support they need to navigate these complexities. Whether you are redefining your path and financial roadmap, maximizing your valuation, or growing through acquisition, we are your trusted guide every step of the way. We are passionate about fueling the independent wealth management revolution in Canada. Acquatio is Canada’s leading provider of M&A, transition, valuation and business growth consulting to independent wealth management firms and their advisors. With us, you will find more than just expertise - you will find a community of like-minded professionals, all committed to building thriving independent practices.
- Website
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acquatio.com
External link for Acquatio
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2023
- Specialties
- M&A Advisory, Management Consultancy, Financial Modelling, Corporate Finance, Practice Growth Strategies, Corporate Development, Business Strategy, Wealth Management Industry Expertise, Wealth Management Consulting, Succession Planning , Financial Advisory Consulting , Canadian Wealth Management , Canadian Financial Advisors, and Wealth Advisory
Locations
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Primary
Get directions
Toronto, Ontario , CA
Employees at Acquatio
Updates
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Our goal in 2025 is to continue investing more in advisors, to build better wealth management for more Canadians together. 💪 We believe that financial advisors in Canada should be empowered to deliver unbiased advice and rewarded for building long-term trusted relationships with the families they serve. Advisors should be able to create a business in their own image. Build a team of like-minded and driven professionals and share equitably in their hard work and success. This is why we exclusively work with firms who share our guiding philosophy: There is a better way to provide wealth management in Canada and there is no time like the present. Whats your goal for the year ahead? Let us know in the comments below, and let's grow together.
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Are you a financial planner considering the leap to an independent practice? More certified financial planners are exploring the benefits and challenges of becoming independent financial advisors. You'll need to navigate several key areas to succeed as an independent financial planner, including: 💰 Financial Considerations 🤝 Partnerships for Growth 📔 Delivery Model Learn more about how to navigate the path to independence on our blog: https://lnkd.in/g3xJHTrq
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Looking for the rocket fuel for your practice's growth in 2025? 🚀 Acquiring a book of business has proven itself to be a pivotal growth strategy for financial advisors aiming to expand their client base and enhance their service offerings. For many advisors in Canada, acquiring a book of business is an efficient pathway to rapid growth, enabling advisors to meet the evolving demands of the industry. With the right guidance, it can be a straightforward strategy to level up your practice in 4 steps: 🔎 Find the right seller 🧐 Due diligence 🤝 Negotiating the closing deal 💌 Craft your client retention strategies Looking for a book to buy? We are pros at this. Our team of experts help advisors like you across Canada. We can help find the right book, at the right price, for your practice. Just comment BOOKS below to get more info on how👇
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Have you thought about what's next for your financial advisory practice? 🤔 'Tis the season to start solidifying your legacy with a solid succession plan. Succession planning should begin well before you intend to exit your practice - give yourself a runway of at least one year to as many as 5-10 years to start working on your plan. This type of timeline allows for: 🎓 Identifying and training potential successors 📚 Establishing a comprehensive training and mentorship program 📝 Transferring knowledge, skills, and client relationships 🤝 Providing ongoing support and mentorship during the transition period Looking for a little more? Leave a comment or send us a message and we'll send you our top resources to help your planning. We're here to help you succeed.🏆
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IN THE NEWS: Wealth management M&A activity is on the rise for 2025 🚀 Our founder, Joe Millott, CFA, chatted with Investment Executive about the future of M&A in Canada and why there are many reasons to remain (cautiously) optimistic about growing by acquisition in a seller's market. Read the full scoop here: https://lnkd.in/eBF8Fsqt
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3K+ and growing! 🎉 Thanks to you, our 3,000+ wealth management pros throughout Canada, for joining the Acquatio community and helping build a stronger financial future for Canadians across the country. If you have a peer you think would love what we share - invite them to join us and follow along! We're only growing from here. 🚀 Here's to the next 3,000+! ... #Acquatio #AcquisitionRatio #FutureOfFinance #WealthManagement #WealthProfessionals #FinancialAdvisors #CDNEcon #CanadianEconomy #TheAcquatioEffect
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Wealth management is only on an upward trajectory in Canada. 🚀 Over the past five years, the number of individual clients and AUM have risen by approximately 12% annually. This metric is forecasted to reach an impressive $1.95 trillion by 2028. Businesses and clients are increasingly looking for more sophisticated, personalized, and tailored solutions. This demand for informed, customized advice, driven by high-net-worth clients and a preference for personalized investment strategies, will continue to create significant opportunities for advisors looking to move to an independent model. Learn more about the big opportunities shaping the future of independent advisory practice on our blog: https://lnkd.in/eEMyc3qH ... #Acquatio #FutureOfFinance #WealthManagement #CanadianEconomy #CDNEcon #WealthProfessionals #FinancialAdvisors #FinancialPlanning #BusinessGrowth #EconomicTrends
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ACQUISITION NEWS 📣 Earlier this week, it was announced that CI Financial has been acquired by Mubadala Investment Company in a private deal that's made big news internationally, especially here in Canada. Our resident global finance expert, and founder, Joe Millott, CFA, shares his take on why this deal can bring new optimism to the Canadian market. Check out his big 4 takeaways below👇 #CdnEcon #PrivateEquity #BusinessStrategy #WealthManagement #CanadianBusiness #CanadianEconomy
I've seen a fair amount of negativity and pessimism on social media surrounding the CI Financial take-private transaction announced today. Let me take the other side. Here's why I think there's cause for optimism: 1️⃣ A deal of this size puts Canada on the map. Global investors are now paying attention to Canada and will undoubtedly be looking at ways to deploy capital here. This not only elevates the Canadian financial sector but also signals confidence in the country's economic potential. 2️⃣ We need more competition for the incumbent banks. A scaled non-bank like CI, free from the quarterly earnings pressure, can focus on long-term investments with patient capital. The announcement also highlights $750 million of new capital being injected into the business, which can fuel growth and innovation in ways that directly benefit Canadians. 3️⃣ The public bonds will remain in place. Contrary to what some have suggested, this ensures continued visibility into CI’s operations through ongoing financial disclosures. Canadians will still have some transparency into how the company is performing and being managed. 4️⃣ This move could inspire similar initiatives. A successful outcome here may pave the way for other independent firms to scale, attract patient capital, and challenge the status quo—fostering a healthier and more competitive financial ecosystem in Canada. While there are valid concerns, I believe this transaction has the potential to deliver meaningful benefits, not just for CI Financial but for the broader independent wealth industry in Canada. Deal announcement: https://lnkd.in/gVjj92eE
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Welcome to the first episode of our brand new #EmpoweringAdvisors podcast 💡. This week, Joe Millott, CFA, our Founder and Principal will be discussing How to Transition Your Advisory Practice to the Next Generation. This episode is based on an article we wrote in August and is packed with insights on how to undertake a successful succession process. 👉 Full article: https://lnkd.in/gF2AkxFE Stay tuned for future episodes as we delve into topics that are front of mind for #FinancialAdvisors and #PortfolioManagers to share key findings in under 15 minutes. Let us know any topics you would like us to cover in the comments 👇