Novation

Your practice.
Your future.
Your terms.

Whether you're building your book or planning your exit, Novation gives you the tools and the market to do it right — through your MGA.

Establishing yourselfPlanning your exit
For buyers

Looking to establish yourself in the Canadian industry?

Acquiring an existing book is one of the fastest ways to build a practice with real clients, real revenue, and an established referral base. Novation connects you with retiring advisors who are ready to hand off.

  • Browse listings from retiring advisors across Canada
  • Filter by location, book size, and practice type
  • Connect through secure, structured messaging
  • Guided deal process — valuation, LOI, due diligence
  • MGA-coordinated handoff so clients transition smoothly
Advisor marketplace
Live listings
Matches in your area
David M. · Ontario
Strong match
28 yrs · $4.2M book · Life & living benefits · 18-month timeline
Robert T. · Alberta
New listing
34 yrs · $6.8M book · Full-service · 12-month timeline
Marie L. · Quebec
Strong match
22 yrs · $2.9M book · Group benefits · 24-month timeline

Illustrative only — not a depiction of actual system data or functionality.

For sellers

Plan your transition on your own terms.

You've spent years building your practice. Novation helps you exit with confidence — connecting you with qualified buyers, giving you a clear picture of your book's value, and keeping your clients in good hands.

  • List your book and set your own timeline
  • Three-path book valuation — tool, manual entry, or PDF upload
  • Review interest from qualified buyers in your network
  • Structured deal process — nothing improvised, nothing missed
  • Client consent and communication managed through the platform
Interested buyers
Your listing
Buyers who expressed interest
Sarah K. · BC
Buying
6 yrs in practice · Wealth focus · Seeking established client relationships
James T. · Ontario
Buying
4 yrs in practice · Life & living benefits · Looking to grow quickly
Priya N. · Alberta
Buying
8 yrs in practice · Full-service · Flexible on timeline

Illustrative only — not a depiction of actual system data or functionality.

Novation is available
through your MGA.

Novation is deployed through MGAs across Canada. Ask your MGA about it — advisor demand is how MGAs get started.

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