Overview

As a Portfolio Manager with an accounting background as Chartered Accountant, I work with a number of professionals and business owners as they transition into retirement in the lower mainland of BC, Canada (latest book: ___). I am looking to add another 50 - 150 high net worth families to my client servicing process so I can continue to grow my team and service my clients at the highest level.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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