$160MM CAD AUM | $900,000 CAD GDC in Oakville, ON

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
313 days old
General
Listing Type
Buyer
Location
Oakville, ON, CA
Fee 0% Commission 100%
Gross Revenue
$900,000.00 CAD
# of Accounts
500
Avg Client Age
55
Overview

I am a senior advisor with a team of 2 associates and 3 assistants based in Oakville Ontario. I am currently looking to slowly expand by purchasing strong practices from retiring or near retiring advisors.

Your book of business can be of any mix and I am open to all possibilities. It would be expected that a minimum 2 year transition plan be involved with any purchase.

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