buying practice

Sell Your Advisory Practice

profile iconAre You Leaving The Financial Industry?

You have worked hard in servicing your clients, but now you decide to leave the financial industry. Rather than transferring your book of business to someone else for free, why not sell your fund advisory practice to us?

Hi, my name is Samuel Li. I have been in the financial advisory industry since 2005, managing fund investments for clients is the core of my business. I’m confident that our team could take good care of your clients. 

If your book of business consists of clients who are investing in mutual funds or segregated funds in Ontario, please kindly fill out the form below. We’ll respond to you within 2 business days.