Overview

I started at RBC and went independent with Schwab. Dropped insurance license years ago. We only have high net worth (wealthy) clients and only do conservative dividend investing. That's our niche. It is low turnover, low stress. On the service side we have Brenda who is our mellow yet licensed and effective client service person. Because we serve fewer clients, we can give way above normal service. Great office space in West End. Office totally paperless. 2 CPAs, family law attorney, tech guy all in our office running their own show, but great collaboration environment.

I'm looking for someone to run their own business side by side with me. I have no interest in sharing ownership or taking ownership. I want to keep things simple. You will continue to run your business but get to know my clients. Eventually I'll lean on you more and make you the head of my company. You'll have your own business and get paid to run my business. What a deal!

Next step is to stop in our office and have a cup of coffee. We are not in a rush. Look forward to meeting you!


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