Overview

I am a female IIROC licensed advisor with CFP, CIWM (Certified International Wealth Manager) and CIM (Chartered Investment Manager) designations and FSCO and AIC Insurance licensing. High client retention and precision focus on best interest for the client.
Looking to acquire/merge a book of business as a succession plan for an advisor who wishes to exit the investment business or retire. I would also consider taking on a Jr. Advisor with a smaller book of business to merge with mine and mentor for my own eventual succession planning.
Your book would be merged with mine at my firm and the option to stay on or to plan your exit can be explored.

Last Activity
6 months or more

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