Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
731 days old
General
Location
Burlington, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$27,000,000.00 CAD
Gross Revenue
$300,000.00 CAD
# of Accounts
145
Avg Client Age
55
Overview

I'm looking to continue growing by acquisition and hope to find someone in my geographic area who is preparing for retirement. We currently offer managed portfolios through a 3rd party, and focus our attention on wholistic financial planning and estate planning. I am currently only insurance licensed, so I would prefer an insurance/seg fund heavy book. Although we do offer investment portfolios through a 3rd party, I am not currently MFDA or IIROC licensed.

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