Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
344 days old
General
Location
Toronto, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00 CAD
Gross Revenue
$1,400,000.00 CAD
# of Accounts
600
Avg Client Age
65
Overview

Looking for retiring advisor who would like to ensure that their transitioned clients are with an established, holistic wealth management practice where there is adequate capacity to ensure clients receive proactive advice. Two year transition period to ensure orderly handover of transitioned clients.

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