$11MM CAD AUM | $1.5MM CAD GDC in North York, ON

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
North York, ON, CA
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00 CAD
# of Accounts
250
Avg Client Age
59
Overview

I am an Agent as well Senior Wealth Manager on Raymond James Canada and My office is USA licensed too. I am looking for a partner to work on IIROC platform with minimum 30 million+ book size.
We are located in Toronto and easy access from 404/401and 407
please call and let's discuss.
___-___-____ Cell ___-___-____ email ___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...