Sonance Financial Launches National Wealth Management Partnership
Sonance Financial launches with four founding partner firms collectively providing wealth management advisory services to over 1,400 families with approximately $2.3bn CAD in combined assets under management
TORONTO, October 20, 2026--Sonance Financial Inc. today announced the launch of a Canadian advisory wealth management partnership bringing together four founding advisory firms serving more than 1,400 families with approximately $2.3bn CAD in combined assets under management.
With founding partners in Alberta, Ontario, and Arizona, Sonance brings together experienced, founder-led advisory firms under a partnership model designed to preserve their distinctive strengths, cultures and client relationships while expanding access to specialized expertise, technology and resources to support long-term growth.
"A successful advisory firm is built over years, through the judgement of its people and the relationships they earn with their clients," said Danielle Skipp, Chief Executive Officer of Sonance Financial. "Sonance Financial was formed to build around the strengths of existing independent advisory firms, preserving what makes them successful in the first place, while bringing the resources and expertise required to thrive in today's business environment for the benefit of their clients for generations."
Advantage Financial Services in Lethbridge, SONA Wealth Counsel in Ottawa, JV Financial in Edmonton, and Transition Financial Advisors Group in Arizona are the founding partners of Sonance Financial Inc. Together they bring expertise in retirement, estate, and tax planning, fiduciary investment advice, and Canada-US financial planning in a partnership service model under a single national brand.
Sonance Financial is backed by Trivest Partners, a founder-focused private investment firm with over 45 years of experience partnering with entrepreneur-led businesses across North America. Trivest's expertise and financial support provide Sonance Financial and our partner firms with the ability to invest in infrastructure and the next generation of talent we require to serve our clients through generations.
"We built SONA on three key principles: independence, advice from qualified professionals, and that the client must be at the centre of everything we do. This partnership only strengthens those commitments," said Thomas Ryan, founder of SONA Wealth Counsel. "Our clients now get access to more like-minded professionals, including specialists in cross-border tax and estate planning, and a firm with the strength to be here for them and the next generation."