$75MM CAD AUM | $600,000 CAD GDC in Surrey, BC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Surrey, BC, CA
Fee 0% Commission 100%
Gross Revenue
$600,000.00 CAD
# of Accounts
375
Avg Client Age
65
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...