$735MM CAD AUM | $4.9MM CAD GDC in Montréal, QC

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
384 days old
General
Compatibility
Location
Montréal, QC, CA
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$735,000,000.00 CAD
Gross Revenue
$4,900,000.00 CAD
# of Accounts
850
Avg Client Age
60
Overview

Montreal based Investment Management firm with an extensive history of providing client focused portfolio management through a disciplined investment management approach that has provided clients with value-added performance and made us a trusted partner. The firm has approx $750m in AUM and is registered with the appropriate security regulators in Quebec, New Brunswick, Ontario, British Columbia, and Alberta. The firm is independent and manages private clients, foundations and endowments and small institutions. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. It adopts a long-term investment horizon with a global research focus.
We are looking for fee-based discretionary advisors or investment managers whom have a book of business and looking to work in an independent firm.
If an investment counseling firm is interested in joining us, we could be interested either in working with the principles and their transition or, with the principles looking to grow their business, servicing and manage their clients relationships, but have us manage the investment portfolios. We have access to global leading alternative strategies to complement our investment strategies.

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