$31MM CAD AUM | $275,000 CAD Rev in
We are holistic financial planners and wealth managers. We are licensed on a discretionary basis and work with clients on their full financial picture.
We are offering an opportunity to like minded advisors/ Mutual fund sales people or PMs with a book of business to join our practice, retain full ownership of their book of business and gain a high payout ratio and very low costs. If you want flexibility, a collegial atmosphere and a high payout, please get in touch.