The best opportunity Queenston has marketed?

By Jerry Butler 

Queenston started just under three years ago. We were an early entrant into the valuation and transition business specializing in the financial advice industry. In that time period we have valued and transitioned over $20 million in business value and just under $1 billion in AUM. We think that within a few years we will be doing that annually. We are successfully building a recognizable brand coast to coast. We have the most comprehensive data base in Canada of the financial advice industry. Bottom line – we are poised for growth!

The demographics are clearly in our favour. The average advisor is in their late 50’s and early 60’s and should be thinking about their Exit Strategy. The younger advisors recognize that the most effective method of growth in this competitive industry is by acquisition. Combine that with major changes occurring in the industry and we see a lot of opportunity for growth from coast to coast.

Queenston is starting to get traction in several different geographic areas outside our home base of Manitoba. We need to increase our presence and our distribution system throughout Canada. Towards this end we are seeking equity partners in other geographic areas in Canada.

Do you have extensive experience in this industry? Are you interested in a new challenge? Do you want to be the go-to person in your province for valuations, mergers and acquisitions? If you are answering “yes” than ….



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