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December 2, 2014

Some Fantastic Opportunities for All Advisors from Queenston

New Sellers / Put $$$ in Your Pocket / Fantastic Opportunity for New Advisors | Queenston Consulting

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fletcherm

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Queenston is currently working on a few excellent opportunities for the right candidate.
Investment Council – looking for an equity partner. The qualified candidate should be a qualified PM or willing to become qualified. This opportunity is feasible anywhere Ontario West.
https://queenston.net/Documents/14.23_Blind_Term_Sheet.pdf

$10 million in mutual funds for sale – this is an excellent opportunity for someone relatively new in the industry or looking to add approximately 120 households to their book of business. The clients are located in Winnipeg.
https://queenston.net/Documents/14.10_Blind_Term_Sheet.pdf

GTA $40 million in AUM at IIROC Dealer – this advisor is looking for a buyer to move or be at same Dealer. Advisor will work with successful candidate for 12 – 30 months. Queenston does not have a contract with this advisor therefore buyer would be hiring Queenston to negotiate the best deal for the buyer. For more information please contact [email protected].

Calling all sellers or senior advisors considering a junior advisor or a merger partner – check out Queenston’s list of qualified buyers and merger partners. We have some great opportunities for those advisors doing their mid to long term planning.
If interested – click on the links. If wanting more information please contact Jerry – [email protected]

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