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.

Last Activity
6 months or more

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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