Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Toronto, ON, CA
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00 CAD
Gross Revenue
$550,000.00 CAD
# of Accounts
200
Avg Client Age
45
Overview

I'm a younger advisor (late 30s) with 18 years industry experience (previously as a wholesaler). I've built my business by effectively watching many others and trying my best to incorporate their best practices. I take a holistic planning-oriented approach and I'm cross border fully licensed advisor (US securities, CDN securities, insurance, discretionary) in Canada and currently in the process of converting my practice to discretionary. I run a clean, compliant and fee-based practice that is built to scale. I also have 2 full time staff (licensed Assistant-IR and also a licensed Associate - RR). My practice is process driven (on boarding, ongoing client management) I have the systems, time and capacity to take on new clients in the form of a purchase of part of all of a practice or even open to becoming the succession plan to a senior advisor.

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