Overview

I'm a younger advisor (late 30s) with 19 years industry experience. 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 a fully licensed cross border advisor (FINRA, IIROC, Insurance, Discretionary) in Canada and the US. I run a clean, compliant and fee-based practice that is built to scale. I also have 3 full time staff (licensed Assistant-IR, a licensed Associate - RR, and an unlicensed Admin Assistant). 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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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