$350MM CAD AUM | $2MM CAD GDC in West Vancouver, BC

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
360 days old
General
Compatibility
Location
West Vancouver, BC, CA
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00 CAD
# of Accounts
200
Avg Client Age
50
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...