$40MM CAD AUM | $200,000 CAD GDC in Toronto, ON

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
358 days old
General
Compatibility
Location
Toronto, ON, CA
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$200,000.00 CAD
# of Accounts
400
Avg Client Age
55
Overview

Merge with succession planning in mind or buy a business.
Interested in both insurance books or investments books.

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