Your Next Conversation Starts Here
Whether you're exploring independence for the first time or evaluating a platform switch — we don't do sales calls. We do discovery conversations. Bring your questions, your current grid, and your skepticism. We'll bring the data.
Since 2019, every advisor relationship at Eastview Ia has started the same way: an honest, no-pressure conversation about whether our platform genuinely fits their practice. That's why our 96.4% transition success rate exists — we only onboard advisors when the fit is real.
What Happens After You Reach Out
We don't believe in automated funnels or drip campaigns. Here's the actual process — three steps, real humans, no obligations.
Acknowledgment Within 1 Business Day
Your message is read by a real person — typically Priya Chandrasekaran, our VP of Advisor Experience. You'll receive a personal reply confirming your inquiry and suggesting two or three time slots for a call. No bots. No autoresponders. If you contact us before 2:00 PM MT on a weekday, you'll usually hear back the same day.
A 30-Minute Discovery Call — Not a Pitch
We'll ask about your current book size, dealer structure, pain points, and what "better" looks like for your practice. If you share your current dealer name in the form, we'll come prepared with a side-by-side comparison of payout grids, compliance workflows, and technology stacks. Our published 87.3% average payout ratio is the starting point — not the ceiling.
A Custom Proposal — or an Honest "Not Yet"
If there's a genuine fit, you'll receive a written proposal within five business days that includes projected payout economics, your dedicated compliance contact, technology onboarding timeline, and transition support details. If the fit isn't there, we'll tell you directly — and we'll explain why. We've turned down advisors when timing or practice structure doesn't align. That transparency is non-negotiable.
Start the Conversation
Every field marked with * is required. We respond within 1 business day — most inquiries received before 2:00 PM MT get a same-day reply.
Reach Us Directly
Phone
Address
3839 Ogden Road SE
Calgary, Alberta T2G 4N6
Business Hours
Monday–Friday: 8:00 AM – 6:00 PM MT
Saturday–Sunday: Closed
Emergency continuity line available 24/7 for existing advisors
Named Contacts
Onboarding Inquiries
Priya Chandrasekaran, VP Advisor Experience
Compliance Questions
Derek Fong, Chief Compliance Officer
Technology & Integration
James Colquitt, Director of Platform Technology
Speaking & Media Requests
contact@eastviewia.com (subject: Speaking)
View upcoming events →
Common Questions Before the First Call
These are the questions we hear most often from advisors who are considering a discovery conversation. If your question isn't here, ask it in the form above — we answer everything.
Is there a minimum AUA to join the platform?
We don't enforce a rigid minimum. That said, most advisors who thrive on our platform manage $15M or more in assets under administration. The economics of independence — running your own practice while maintaining institutional-grade compliance and technology — tend to work best at that level. During the discovery call, we'll model your specific numbers so you can see what the transition would look like financially.
How long does a typical transition take?
From signed agreement to first trade, our average transition timeline is 47 business days. That includes regulatory paperwork, account re-papering, technology provisioning, and a dedicated compliance review. Every advisor is assigned a named transition coordinator — we don't hand you a checklist and disappear. Read the full details in our case studies, including one practice that completed the move in 31 days.
Will my clients know I'm switching platforms?
Yes — regulatory requirements mean clients must be notified of a dealer change and will need to sign new account documentation. However, this is a managed process. We provide customizable client communication templates, a dedicated re-papering coordinator, and a phased approach that keeps disruption to an absolute minimum. In our experience, the vast majority of client assets follow the advisor. Our platform-wide client retention rate during transitions is 96.4%.
What technology do you provide?
Every advisor on the Eastview Ia platform gets access to our unified technology suite — Eastview Central — which integrates CRM, portfolio management, compliance workflow, client reporting, and document management into a single interface. We also support integrations with Wealthsimple for Advisors, Morningstar Direct, and other third-party tools your practice may already use. James Colquitt, our Director of Platform Technology, can walk you through the full stack during or after your discovery call. Learn more on our services page.
Is the discovery call really no-obligation?
Completely. We've had dozens of discovery calls that ended with "not right now" — and that's perfectly fine. Some of those advisors came back a year or two later when their circumstances changed. We don't use pressure tactics, we don't follow up with aggressive sales sequences, and we don't share your inquiry information with anyone outside Eastview Ia. Ever.
Can I visit your Calgary office?
Absolutely. Our office at 3839 Ogden Road SE is open Monday through Friday, 8:00 AM to 6:00 PM Mountain Time. We encourage advisors to visit in person — meet the leadership team, see the operations floor, and get a hands-on demo of Eastview Central. Just mention it in your message and we'll coordinate a visit that works with your schedule. Many of our team members are former practicing advisors themselves, so the conversations tend to go deep fast.
Important Disclosures
Registration: Eastview Ia Inc. is a CIRO-registered dealer (Dealer Member No. DM-710284) and is registered with the Canadian Securities Administrators through the National Registration Database (NRD No. 48217). Our principal regulator is the Alberta Securities Commission (ASC).
Fee Structure: Eastview Ia Inc. operates on a hybrid compensation model. Advisors on our platform may charge clients through commission-based transactions, fee-based managed accounts, or a combination thereof. All advisor compensation structures are disclosed to clients in writing prior to account opening. Our published platform-wide average advisor payout ratio is 87.3% of gross dealer concession.
General Disclaimer: The information presented on this website is general in nature and does not constitute personalized financial, investment, tax, or legal advice. All content is provided for informational and educational purposes only. Individual financial situations vary — consult a qualified, licensed advisor before making investment decisions. Past performance and case study results are not indicative of future outcomes.
Regulatory Reference: Eastview Ia Inc. is subject to oversight by the Canadian Investment Regulatory Organization (CIRO) and applicable provincial securities commissions. Advisor registrations can be verified through the CSA National Registration Search at aretheyregistered.ca.