Cross-border firm launches with $2.3 billion in combined assets from four partners
Sonance Financial Inc. provides non-registrable services and is not registered as a dealer or adviser under Canadian securities laws, according to the release.
Portfolio management in Canada is offered through Sonance Wealth Partners Ltd., a portfolio manager registered in Ontario, Alberta, British Columbia, Manitoba, Saskatchewan and Québec.
Portfolio management in the United States, and in British Columbia, Alberta, Ontario, New Brunswick, Nova Scotia and Saskatchewan, is offered through Transition Financial Advisors Group, LLC.
Trivest Partners backs the firm. The Miami-headquartered private investment firm, which also has a presence in Charlotte, Chicago, Los Angeles, New York and Toronto, manages approximately US$6bn and focuses exclusively on founder-led and family-owned businesses across North America.
Trivest Partners LP is the controlling shareholder of Sonance Financial, according to The Globe and Mail.
