$75MM CAD AUM | $750,000 CAD GDC in Mississauga, ON

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mississauga, ON, CA
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00 CAD
Gross Revenue
$750,000.00 CAD
# of Accounts
150
Avg Client Age
57
Overview

Planning focused Family Office looking to acquire, either through bringing on advisors that are interested in retiring in the next 3-5 years or structuring an acquisition for an advisor that would like to retire sooner.
Our firm has won numerous awards and industry recognition for service and processes designed to facilitate client success. Knowing your clients are in good hands when you move to your next phase.

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