$5MM CAD AUM | $55,000 CAD GDC in Toronto, ON
Member is Interested In:
Experienced Wealth Manager previously with a Private Wealth subsidiary of a large Canadian Bank looking to buy (or merge) a book either in Ontario or Quebec. Preferably a book of Mutual Fund invested clients from an independent Financial Advisor practice. My firm (that I recently founded) and I are registered Portfolio Manager in Ont & Que with a set up for fee based discretionary investment management.
I have earned my financial experience on the sell side as a research analyst with broker dealers and on the buy side as a portfolio manager with a large pension fund before I moved on the retail side as a Wealth Manager. I have currently a lot of capacity for growing. When I say capacity I also mean available time to integrate an acquisition and take care of new clients. I am really open to seller with a succession plan that may extend to 1-5 year. Here are my credentials; I have the CIM designation, a Certificate in derivative markets from CSI, the CAIA (Chartered Alternative Investment Analyst) Level 1 exam completed, an M.Sc. and an MBA. As well as 10-years experience in real asset real estate as an owner and manager. If you are looking for a solid partner/successor or interested to let your clientele in good hands do not hesitate to communicate with me. I truly believe in the following type of transaction where it is a win (for seller) - a win (for buyer) - and most importantly a win (for clients).