August 17, 2018
QUEENSTON OPPORTUNITIES
Blog
fletcherm
0
Hope you are enjoying the summer. Queenston is busy talking to as many advisors as we can. We have several new services and opportunities to help you grow your business and/or put real money in your pocket.
Calling all buyers and sellers. Check out the following opportunities:
British Columbia
|
TYPE
|
ID#
|
PLATFORM
|
AUM
|
STATUS
|
|
S
|
18
|
FEE
|
$57
|
OPEN
|
|
S
|
18
|
INS
|
$40
|
OPEN
|
|
TR
|
18
|
MFDA
|
$45
|
OPEN
|
|
D2D
|
17
|
ICPM
|
$50
|
COMPLETE
|
|
S
|
17
|
INS
|
COMPLETE
|
Alberta
|
TYPE
|
ID#
|
PLATFORM
|
AUM
|
STATUS
|
|
S
|
18
|
IIROC
|
$60
|
OPEN
|
|
S
|
17
|
MFDA
|
$95
|
COMPLETE
|
Saskatchewan
|
TYPE
|
ID#
|
PLATFORM
|
AUM
|
STATUS
|
|
S
|
18.A
|
MFDA
|
$30
|
OPEN
|
|
S
|
18.B
|
INS
|
$20
|
OPEN
|
Manitoba
|
TYPE
|
ID#
|
PLATFORM
|
AUM
|
STATUS
|
|
P/S
|
18
|
IIROC
|
$25
|
OPEN
|
|
TR
|
18
|
IIROC
|
$120
|
OPEN
|
|
TR
|
17.09
|
MFDA
|
$100
|
OPEN
|
|
R
|
17.05
|
MFDA
|
$80
|
OPEN
|
Ontario
|
TYPE
|
ID#
|
PLATFORM
|
AUM
|
STATUS
|
|
S
|
18
|
IIROC
|
$45
|
OPEN
|
|
S
|
18
|
ICPM
|
$200
|
OPEN
|
|
D2D
|
18
|
IIROC
|
$50
|
COMPLETE
|
|
S
|
17
|
MFDA
|
$48
|
COMPLETE
|
|
S
|
17
|
INS
|
COMPLETE
|
|
|
D2D
|
17
|
MFDA
|
$150
|
COMPLETE
|
Click here to see our latest opportunities.
COMPLETED OPPORTUNITIES ABOVE:
Are you on Queenston’s radar? Many of the above completed opportunities never went to market. They went to the Perfect Buyer for that business. Be sure to book a phone appointment so we can up date your file or you can complete a profile here: UPDATE MY PROFILE
IN ADDITION:
Have you prepared your business to grow? Whether by acquisition or by organic growth. Call me for ideas.
Do you have accumulating probability for compliance issues due to “inactive orphan” files? Call me for ideas to fix.
Do you have clients in their late 60s and 70x that are/will be service night mares? Call me for ideas to fix.
Have you clearly defined your value-added proposition going into this new era of fee pressure? Call me for ideas to fix.
MORE BENEFITS TO COME:
Queenston is in the process of adding many new opportunities for advisors in Canada. Let’s book a phone appointment to review your situation and see if Queenston can help you.
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