Overview

Looking for a small to medium sized practice to buy. I have more than 20 years' experience as a Wealth Advisor and Certified Financial Planner. I work for an independent IIROC dealer, 75/25 fee-based / commission based, with a growing portfolio of discretionary clients, as I am a licensed Portfolio Manager. I specialize in ESG (environmentally sustainable / socially responsible / good governance) investments. Ideally the selling advisor is looking for a caring team to look after their clients. My clients are precious and we have developed relationships over many years so I understand that fit is an important consideration in addition to financial skills and expertise. Over the next year I plan to add another fully-licensed advisor to my team.

Market
RIA
Member Level
Chalice
Last Activity
within 2 months
Listing Age
958 days old

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