Investment Group – Investment Advisor (Ottawa)

Our Client

We represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals.  This dynamic team is seeking to grow through the acquisition of investment portfolios (min. nine figures) with a subsequent sale of the practice again to facilitate the succession plan and the retirement goals of the advisor at a mutually agreed upon time.   


The Opportunity

This dynamic team is seeking to grow through the acquisition of investment portfolios (min. nine figures) with a subsequent sale of the practice again to facilitate the succession plan and the retirement goals of the advisor at a mutually agreed upon time.   

This is an ideal opportunity for someone that is considering retiring and wants to make sure they can maximize the transaction financially while ensuring their clients receive a seamless transition and continue to receive the highest levels of customer service. 


If interested, please contact:

Luke Clare
Partner
613 592 4145 x 221 
lclare@stonewoodgroupottawa.com
Catherine Pan
Research Director
613 592 4145 x 223
cpan@stonewoodgroupottawa.com