Overview

As part of a team, we are looking at buying assets. I am a portfolio manager and financial planner. Team is able to offer wealth management services (fee based), insurance and private equity. We are licensed in most provinces in Canada (except Maritimes)

Last Activity
6 months or more

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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Resources
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