Branch Office Opportunities

There are no Franchise Fees. Branch Office opportunities are available to anyone who has successfully completed the Branch Manager’s exam and who is committed to both the dealership compliance system and the supervision of sales Associates. A Branch Manager must have the financial resources to meet our Branch Office qualifications.

Independent Practice

When Armstrong & Quaile sponsors a Licensed Associate as a Mutual Fund Salesperson, they provide information and direction to the Associate to ensure that OSC regulations are followed. We provide access to all Mutual Funds Companies with the appropriate agreements. We strive for full compliance with securities regulations, but interpret regulations in such a way that Associates operate as independently as possible.
 

An Armstrong & Quaile procedural manual is available to assist in the day-to-day operation of each Associate’s practice. Technical support for setting up IntelReports and additional help with using the program are available from either our Manotick or Waterloo offices.

Monthly Branch sales meetings are provided to assist Associates with new sales ideas, to keep them apprised of any industry changes, and to offer a great network of mutual help from other Associates. It is Armstrong & Quaile’s desire to keep the decision making process as close to the action as possible. We encourage Associates to run an independent practice within the above-mentioned guidelines. We intend to be the best Mutual Fund Dealership in Canada for Independent Financial Professionals.