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Financial Advisor   

$10MM CAD AUM | $90,000 CAD GDC in Dorval, QC

Member Level
Basic
Last Activity
this month

Business Mix:

90% Comm
10% Fee

General

Location
Dorval, QC, CA
12 Month Gross Revenue
$90,000 CAD
Number of Accounts
30
Avg Client Age
65

Overview

My Partner and I are younger female advisors, who are looking to grow our book over the next 5 years.
We focus on wealth planning and increasing our clients wealth while preserving the wealth they have already accumulated. We put a high level of priority on customer service and our clients are treated as if they are family.
We are looking to buy a book, and have a smooth transition from the existing advisor to us. We would like to work with the existing advisor to transfer the clients and make sure everyone is well taken care of.

 
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