Summary: Last month, wealth-firm aggregator Focus Financial Partners entered the Canadian market by purchasing a minority stake in Dorchester Wealth Management, which manages more than $675 million. This boosted Focus’ network to 35 independent advice firms in North America and the U.K. with total annual revenue of more than $325 million
 The ability of Focus to offer its partners opportunities to have a portion of our shares redeemed for cash at an appreciated value really inspires confidence that this model is working — both for us and breakaways from big brokerages and banks still looking to find a home.”Michael Nathanson, CEO,The Colony Group |
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