$45MM CAD AUM | $400,000 CAD GDC in Toronto, ON

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Toronto, ON, CA
Fee 0% Commission 100%
Gross Revenue
$400,000.00 CAD
# of Accounts
180
Avg Client Age
65
Overview

My partner and I are active managers. We invest our time looking technically and fundamentally at the investment universe utilizing top both top down and timing to maximize client performance. We have very good client engagement in the investment process and we tend to keep our clients for a very long time. My partner has his C.I.M and together our partnership has been together for over 20 years. About 80% of our business is from 20% of our client base, and therefore we have time to build our client base further. We are aiming to increase assets to $75-$100 million in next 5 years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...