Blog Post

Queenston started approximately 5 years ago. We have grown to become a major source for financial planners looking to buy, sell, merge or transition to a different Dealer/Platform.

In 2017 Queenston M&A assisted in transitioning and valuing $500,000,000 in AUM to new owners or new Platforms.

Queenston has become one of the go-to companies for valuations and other consulting projects. For more info on services we offer – visit www.queenston.net/services.

Queenston is seeking a couple of advisors to assume a “wholesaler” role in their province/territory. This would be a referral role – referring prospects to Queenston – for a generous revenue sharing arrangement. Passing on leads to Queenston of advisors contemplating Succession Planning, Selling/Buying or considering a change of Dealer, etc. You would be helping your fellow advisors and creating a revenue stream.

Four or five deals could create a 6 figure revenue stream.

Interested. Email Queenston.