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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
450 days old
General
Compatibility
Location
West Vancouver, BC, CA
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00 CAD
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.

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