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Financial Advisor

$100MM CAD AUM | $980,000 CAD GDC in Toronto, ON

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Toronto, ON, CA
12 Month Gross Revenue
$980,000 CAD
Number of Accounts
220
Avg Client Age
48

Overview

I am a discretionary manager , and am transitioning my clients over. I still have some commission accounts, but don't open any new ones.

 

Has Office Space to Share in Toronto, ON

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