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Financial Advisor   

$20MM CAD AUM | $200,000 CAD GDC in Burlington, ON

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Burlington, ON, CA
12 Month Gross Revenue
$200,000 CAD
Number of Accounts
20
Avg Client Age
50

Overview

Fee-based, one-stop-shop for clients. Looking to buy parts or merge.

 
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