CAD AUM | CAD GDC in Toronto, ON

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Toronto, ON, CA
Fee 0% Commission 100%
# of Accounts
100
Avg Client Age
55
Overview

I'm licensed to provide investment, insurance and mortgage service, with a goal to establish a wealth management practice. With 10 years experience, I've started to look for new clients and purchase a book of businesses.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...