Rommel P

Accountants Want To Improve Your Bottom Line?

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Client in Toronto

We have the offer to improve your bottom line. We are looking for a partnership opportunity with an accountant. My wealth management business would like to extend an offer to an accountant who has an established book of business. The proposition is simple: I would provide wealth management services to your clients in return for a 50% commission split with you. For an overview of the wealth management products and services that we offer, please visit us at What we are looking for: - Accountants that have an established book of clients; - Preferrably those that have an accounting designation such as CGA, CMA, CA, or CPA; - Want to offer Financial Planning Services to your clients but don't have the time; - Want to improve your client retention and improve on the attention and service to your clients; - Enjoy working as a team; - Would like to improve your practice's bottom line; Call me at 647-870-... to book a meeting and see how we can improve your bottom line!

Client Details

Email Address Confirmed
Phone Number 647-870-... Confirmed
Years of Experience 15
Preferred Applicants Individuals


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