M Financial Expands into Canada

The acquisition represents M Financial’s first member firm outside of the U.S.

Caledonia, founded in 2001, is a global provider of international wealth transfer advice and consulting services to high-net-worth clients and corporations.

Iain W. Scott, founder and Caledonia’s sole principal, said: “M Financial maintains an excellent reputation throughout the life insurance industry. This reputation, together with M Financial’s differentiated products, reinsurance capabilities, and commitment to client advocacy will be critical to Caledonia’s growth in the coming years.”