$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%
$600,000 CAD
Gross Revenue
375
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

Loading...