Overview

I am interesting in purchasing a book or joining an existing practice. I had a 60MM Mutual fund book of business as well as a thriving insurance business. In 2014 I came out on the short end of a partnership shot gun clause. Now looking to reenter the advisory business through an outright purchase or joining an existing practice. Will be dual licensed in Ontario and Nova Scotia

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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