Advisor Practice Listings

1013

Buyer

Vancouver, BC

200

45000000

I am a Portfolio Manager with over 22 years of experience providing discretionary investment management. I started my career with a smaller, Vancouver based independent firm and made the switch a few years ago to the IFS model at Raymond James (HMB Financial) to scale my client base. RJ allows for me to provide a more full service and holistic approach. I currently manage 40 households with a total AUM of $45MM. I take a long-term, relationship-focused approach, helping clients with investment management while coordinating financial, estate, insurance, and tax planning. Based in Vancouver, I am interested in acquiring books of business where I can provide continuity of service and build lasting relationships with clients. My goal is to preserve the legacy for other advisors while providing clients with personalized advice and the resources of a full-service wealth management firm.

1012

Buyer

Montreal, Quebec

try to grow our agency, we have succesfully buy and merge 3 practice and we are ready to continue

1011

Buyer

Montreal, Quebec

I am a 35 y/o advisor working in QC currently managing $30M. I am a CFA and CAIA charterholder and looking to increase my book in order to offer discreationary services to my clients

Discretionary Portfolio Manager

1010

Buyer

Barrie, Ontario

Would like to grow well established practice by buying $50m+ practice.

1009

Buyer

Quebec

100

100000000

Je cherche à grossir mon portefeuille de placement en achetant un book d'affaire. Idéalement en Estrie au Québec

1008

Buyer

Nova Scotia

A&O Wealth Planning is a Nova Scotia-based, planning-first wealth practice focused on helping individuals, families, pre-retirees, retirees, and business owners make confident financial decisions. The company brings financial planning, investment strategy, retirement income planning, insurance integration, and estate planning considerations together in one coordinated process. RazorPlan is used to model financial and retirement scenarios, while CapIntel supports clear portfolio comparison and investment analysis.

My goal is to build a trusted, boutique wealth-planning practice known for clear advice, personal service, and long-term client relationships. I want to help clients better organize their financial lives, align their investments with their goals, protect what matters most, and plan for the future with greater clarity and confidence

1007

Buyer

Richmond Hill,Ontario

1006

Buyer

Edmonton, Alberta

300

100000000

I have been a RR advisor for over five years now, spending most of that time as a producing manager at a very large wealth management firm, where my book grew organically.

As it continues to grow I'm interested in "double dipping" a retiring advisor paying them once to come over to our firm, then again for their succession. I have no timeline to purchase being more concerned with fit of the practice and being very content with my current role.

1005

Buyer

Niagara Falls, ON

We have been based in the Niagara region for over 40 years and looking to grow.

We have 2 advisors on staff with 5 fulltime support staff.

1004

Buyer

Markham, ON

3500000

1003

Buyer

Victoria, BC

110

25000000

1002

Buyer

Toronto, Ontario

I'm looking to partner with advisors, of all experience levels, to amplify their client experience through transition and acquisition. My timeline is flexible - but I'm willing to acquire ASAP

I own a full-service advisory team - investments, financial planning, tax prep, estate/will prep, and mortgage consultancy.

1001

Seller

Edmonton, Alberta

4

1200000

3 RRSP, 2TFSA and 1 RESP account. Client is a household with a couple and a child.