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

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Calgary, AB, CA
Fee 0% Commission 100%
$2,500,000 CAD
Gross Revenue
300
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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