Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
497 days old
General
Location
Burlington, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$33,000,000.00 CAD
Gross Revenue
$300,000.00 CAD
# of Accounts
120
Avg Client Age
55
Overview

I would take good care of your clients! I have more than 20 years' experience as a Wealth Advisor and Certified Financial Planner. I want to buy an IIROC based business, fee-based preferred. I am a licensed Portfolio Manager, specializing in environmentally sustainable / socially responsible / good governance investments. Ideally the selling advisor is looking for a caring home for the clients with whom they have developed a close relationship over many years. I would be prepared to work with the selling advisor over 1-2 years to maximize client retention, and my firm may be able to provide initial transition support in addition to a buy-out package.

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