The Felix Group is the culmination of decades of professional advice in the financial services industry. After working with business owners to help them prepare for life after work for nearly three decades, it became increasingly apparent their needs were not being fully met. Business owners need a quarterback to guide them through a wholistic process of collaboration and business planning. Their ecosystem of trusted advisors also need access to education to ensure they have the practical skillset to serve their business clients' needs. Felix has collaborated with experts in industry programs to develop solutions for business owners and their trusted advisors to acquire knowledge and practical training to build value and formal plans to successfully transition their business.
Transition Tsunami
million SMEs in Canada
of Canadian SME's are owned by baby boomers
of owners intend to exit their business within 10 years
of an owner’s wealth is tied up in their business
Our Partners
Institute of Advisors
Felix is the Canadian representative for the Institute of Advisors, an international professional organization offering accredited training for Certified Business Advisor (CBA) and a community of professional advisors. Learn more.
Ready for Next
Felix has partnered with Ready for Next to offer business owners and professional advisors practical, intensive training to help prepare for successful transitions. Learn more.