Overview

I am currently a Managing Director of Wealth Management at an offshore firm with 25 years experience as an Investment Advisor. I'm looking to return to Canada and want to find a senior Investment Advisor, preferably in British Columbia, who wants to sell their business to an experienced I.A.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Feb. 28, 2018

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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