$2MM CAD AUM | $18,000 CAD GDC in Calgary, AB

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Calgary, AB, CA
Fee 0% Commission 100%
Gross Revenue
$18,000.00 CAD
# of Accounts
26
Avg Client Age
32
Overview

Looking to purchase assets. Either a complete book or a piece of a book. I am fully fee based with all my clients. IIROC licensed. Work in an office with 3 other partners with combined industry experience of 63 years. I provide full financial analysis and estate analysis for clients requiring these services. Also deal with their other professionals to ensure clients are receiving the best care possible and that all needs are being met. I would be happy to meet for a coffee to give you the complete experience that I provide to my clients.

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