$180MM CAD AUM | $1.7MM CAD GDC in Oakville, ON

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
647 days old
General
Location
Oakville, ON, CA
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,700,000.00 CAD
# of Accounts
1,000
Avg Client Age
58
Overview

We operate a complete family office. With central portfolio management, tax services and insurance specialists all in house we can truly offer the complete experience. With clients plans being executed from a-z we can offer a premium on purchasing books of business or offer advisors a place to transition their practice with peace of mind

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