Referral Partners · Apply
Become a referral partner
Send us a note with your practice details and we'll set up a call to work through how a partnership would operate.
What happens next
- Step 1
Introduction
A call to understand your practice and typical client situations.
- Step 2
Scope
We agree on which situations get referred and how information is shared.
- Step 3
Documentation
The arrangement is put in writing, including any required disclosures.
- Step 4
Ongoing review
Periodic check-ins to confirm the arrangement is serving your clients well.
Please include in your note
Your practice
Firm name, your role and the professions or industries you serve.
Location
Where your clients are based, particularly within BC and Alberta.
Typical situations
The kinds of questions you'd want supported.
Send us your details
Our office will respond and arrange a time to talk.
Referral arrangements are subject to applicable regulatory requirements and to your own professional obligations. Investco Financial cannot advise on whether a referral arrangement is permitted under your governing body's rules.