ATTENTION FINANCIAL ADVISORS:
ACTIVELY LOOKING TO BUY $20,000,000 TO $100,000,000 IN AUM IN CALGARY OR INVERMERE
TAKE CARE OF YOUR CLIENTS, FRIENDS AND FAMILY
Hand off your relationships to someone who you trust, not just the 'young guy in the office'.
RETIRE SOONER
You retiring doesn't have to be a three year plan, it could be a three month plan.
GET PAID WHAT YOU DESERVE
No 'nickel and diming', get the top rate for your business without bartering and negotiating.
"I'm looking for retiring advisors in Calgary or Invermere that value risk reduction as much as they do growth. They value planning, aren't 'salesy' and are not afraid to say no to prospects.
Advisors that have not yet retired from the business because they love their clients/friends too much to just hand their business off to anyone.
Advisors that want to hand their business off to someone who will take it as seriously as they do, who will stay on as clients too, and will do the due dilegence necessary to make sure I am the best fit."
Dave Wilder
Financial Advisor
GET THE ONE-PAGER
Download a one-page pdf outlining why I would be a great fit to take over your business.
DOWNLOAD THE ONE-PAGER