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There are a lot of reasons why most advisors are not bringing on new clients like they used to. Some of those reasons include the following issues: The markets have been great for 10+ years so AUM is growing –
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A couple of unique opportunities in the Winnipeg area. MB051 – this insurance license only business is for sale. Older long term advisor with a large number of life insurance contracts (and households) and approximately $30 million in seg funds. This
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We have many advisors wanting to do a deal … or two. Many are sitting on the fence and waiting for the right opportunity to come along. ARE YOU CONSIDERING A TRANSITION? WANT TO KNOW WHAT IS AVAILABLE IN THE
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Queenston is working with a Portfolio Manager who is looking for a Partner to manage the relationships of a business with $30 million investments and $300,000 in revenue. An ownership stake will be outlined and structured to fit your current
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The number of selling, merging, and transitioning opportunities we have across Canada is growing, and we want to keep that momentum going. Want to be part of this growth? Queenston may be able to help you. We have over 40
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Right now, the opportunities are coming fast and furious. We currently have selling, merging, transitioning opportunities from coast to coast. Interested?? If you are interested in any of the above, Queenston may be able to help you. We have over