About This Business

The Felix Group is a culmination of decades of professional advice in the financial services industry, specifically tailored to address the needs of business owners and their trusted advisors. With nearly three decades of experience in helping business owners prepare for life after work, it became apparent that their needs were not being fully met. Business owners require a comprehensive approach to collaboration and business planning, while their ecosystem of trusted advisors needs access to education and practical skillsets to effectively serve their clients' needs. The Felix Group has collaborated with industry experts to develop solutions that provide business owners and their advisors with the knowledge and training necessary to build value and create formal plans for successful business transitions. This is particularly crucial given the significant number of Canadian SMEs owned by baby boomers who intend to exit their businesses within the next decade, with a substantial portion of an owner's wealth tied up in their business. The Felix Group's approach is designed to navigate this 'Transition Tsunami' by offering software and educational programs that facilitate successful transitions. Through partnerships with institutions like the Institute of Advisors and MAUS Business Systems, The Felix Group provides exceptional opportunities for advisors and business owners alike, ultimately aiming to make businesses better through tailored solutions and expert guidance.