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Financial Advisor   

$175MM CAD AUM | $2.5MM CAD GDC in Calgary, AB

Member Level
Lite
Last Activity
within 3 months

Business Mix:

70% Comm
30% Fee

General

Location
Calgary, AB, CA
12 Month Gross Revenue
$2,500,000 CAD
Number of Accounts
300
Avg Client Age
55

Overview

The business has and is built upon deep personal relationships where clients rely on us to make their long term financial goals a reality. We work closely with our clients to understand their business and personal lives.

 
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