$31MM CAD AUM | $275,000 CAD GDC in Toronto, ON

Market
RIA
Member Level
Premier
Last Activity
this month
Listing Age
291 days old
General
Compatibility
Location
Toronto, ON, CA
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Gross Revenue
$275,000.00 CAD
# of Accounts
200
Avg Client Age
55
Overview

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.

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