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.