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Financial Advisor   

$180MM CAD AUM | $1.7MM CAD GDC in Surrey, BC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

3% Comm
97% Fee

General

Location
Surrey, BC, CA
12 Month Gross Revenue
$1,700,000 CAD
Number of Accounts
1,523
Avg Client Age
55

Overview

I have a team of 5 who take a hands on approach to managing all of our relationships. All of our clients have a financial plan and a service agreement in place. We spend as much time on planning as we do on investment management. We are interested in buying a business in or around our community from an advisor who would like his clients to be managed in a conservative manner.

 

Has Office Space to Share in Surrey, BC

We have 11,000 square feet with two view offices available. the space is very professional and we have a nice client reception area with three private boardrooms.

Contact to discuss details
 
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