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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Mississauga, ON, CA
Fee 0% Commission 100%
Gross Revenue
$500,000 CAD
# 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.

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