Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
598 days old
General
Location
Orleans, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00 CAD
Gross Revenue
$40,000.00 CAD
# of Accounts
80
Avg Client Age
40
Overview

I own a financial planning business called MC Financial. I offer insurance/investment/mortgage products to my clients. I am eager to expand my business and am exploring opportunities to buy books of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...