$60MM CAD AUM | $550,000 CAD GDC in Toronto, ON

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
886 days old
General
Location
Toronto, ON, CA
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$60,000,000.00 CAD
Gross Revenue
$550,000.00 CAD
# of Accounts
138
Avg Client Age
59
Overview

An IIROC advisor in the Toronto with a non-bank owned dealer is looking to merge with a younger advisor for continuity planning and a long-term succession plan.

I am looking for a younger advisor with at least 5 years of experience with a minimum of $5,000,000 in assets with a strong financial planning background, spotless compliance record who would be willing to move to my dealer. The advisor needs to be both IIROC and insurance licenced, have a CFP or similar planning designation and a strong client focus.

In addition to my book of business, I am taking over the book of a retiring advisor (and potentially a second one - both from within my dealer) and will need a younger but experienced advisor in place to take on the smaller clients and gradually take over the entire practice when I am ready to retire.

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