Blog Post

We have an amazing opportunity in the GTA.
The business:

• $30 million
• 100 households
• Approximately $300,000 net revenue
• East side of GTA

The opportunity:

• Buy 20% of business per year over 5 years (flexible in terms)
• Work with an outstanding company
• This company will buy the business and you will manage the business
• Service the current clients
• Bring in new clients
• Buy-in over time
• Queenston promise – this type of opportunity is very rare – grab it

The successful advisor:

• 5+ years of experience
• Long runway before Exit
• Insurance licensed
• CFP+
• Financial / Estate Planning perspective
• Current AUM $10 – $30 million
• Strong servicing skills and processes

Are you interested in this or similar opportunities? Reply to this email and outline your strengths in relation to what we are looking for. I look forward to getting your info.

If the above concept works for you but this one is not a fit – send us a brief synopsis of you and what you are looking for.

Want to speak to us? Book a time at www.queenston.net

Want to check out other opportunities? www.queenston.net