Overview

We are a U.S.-Canada cross-border wealth management firm that provides investment management, financial planning and tax planning for affluent families. Our investment strategy includes DFA funds and ETFs. We are looking to acquire a practice with a similar investment philosophy that also puts an emphasis on financial and tax planning.

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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