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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Dorval, QC, CA
Fee 0% Commission 100%
$90,000 CAD
Gross Revenue
30
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

Loading...