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

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
380 days old
General
Location
Toronto, ON, CA
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$31,000,000.00 CAD
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...