Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
443 days old
General
Location
Vancouver, BC, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00 CAD
Gross Revenue
$200,000.00 CAD
# of Accounts
150
Avg Client Age
50
Overview

I am a younger advisor looking to see what opportunities are out there to add value by teaming up with an advisor closer to retirement who values implementing a succession plan. I do take a holistic approach to wealth management.

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