business block sales

Planning a smooth transition to retirement

This article was generously provided by James McMahon, president, Financial Horizons Group, Quebec Region, and Louise-Marie Rousseau, Vice-President of Sales, Financial Horizons Group, Quebec Region.


Although the challenges related to succession planning are not new, with an aging advisor workforce and a limited number of successors, they are becoming more acute. The situation is akin to objects in a rear-view mirror that keep getting bigger and bigger as they loom closer. At a certain point, they can’t be ignored.