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Financial Advisor   

$45MM CAD AUM | $500,000 CAD GDC in Mississauga, ON

Member Level
Basic
Last Activity
this month

Business Mix:

40% Comm
60% Fee

General

Location
Mississauga, ON, CA
12 Month Gross Revenue
$500,000 CAD
Number of Accounts
300
Avg Client Age
45

Overview

We are actively Looking to buy a book and or add a financial advisor to our office.

Our mission is to ensure that our clients are well served and treated as individuals; we endeavor to work effectively on each client’s needs to help them prepare for all that life has to offer them.
We work with a limited number of clients and take great pride in taking the time to get to know each client individually so we can feel confident that we have a detailed understanding of their circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in their financial future.

 

Has Office Space to Share in Mississauga, ON

Our Office is located in a very desirable location in Mississauga in a professional building. We have enough space to accommodate one more advisor

Contact to discuss details
 
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