$5MM CAD AUM | $130,000 CAD GDC in Halifax, NS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
114 days old
General
Location
Halifax, NS, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00 CAD
Gross Revenue
$130,000.00 CAD
# of Accounts
20
Avg Client Age
40
Overview

CA, CPA, CIM Insurance and IIROC Licensed working in an independent office providing fiduciary level comprehensive financial advice with a focus on business owners. I hope to connect with a seller that is looking for a candidate with the experience and character that is suitable to take on their long-term and trusted client relationships.

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