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Forum Your Practice Buying a book of business (MFDA or IIROC)?

Buying a book of business (MFDA or IIROC)?
UserPost

7:03 pm
August 22, 2011


charbsCFA

posts 0
1

I'm interested in hearing stories about those who have bought a book of business, or those who know about books of business currently for sale.

 

  • What valuation & payment terms were used?

 

If you have knowledge of someone in the Calgary, Red Deer, Lethbridge, Kelowna, or Edmonton with an MFDA or IIROC book of business for sale, please contact me at:

 

Thank you,
Justin

 

Justin G. Charbonneau, CFA, DMS, FCSI
Vice President, Portfolio Manager

Matco Financial Inc.
400, 407 – 8 Avenue S.W.
Calgary, Alberta T2P 1E5
http://www.matcofinancialinc.com

D:  403.718.2130
T:  1.877.539.5743
M: 403.803.3055
F:  403.539.5744
E:  jcharbonneau@matcofinancial.ca
 
{Actively Investing in Your Future}