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 ___

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...