Independent Advisor, Financial Consultant, Toronto, Canada
Financial Consultant in Toronto Seeking Technology and Advertising and Marketing Businesses Upto CAD 500 thousand
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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Professional Summary
I am an analyst at an independent financial advisory firm based in Toronto. I help clients manage their finances by providing personalized financial advice tailored to their needs. I focus on building trust and strong relationships with my clients while guiding them toward achieving their financial goals.
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Fee Details
I do not charge an upfront fee. I do charge a success fee post-deal closure.
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Transaction Preference
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Investment SizeUpto 360 thousand USD
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Investment Criteria
- My clients look for businesses with strong teams, a good business culture, a clear vision, and strong execution.
- They prefer businesses with positive cash flow, transparent financials, and scalable operations. -
Overall Rating
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Local Time2:56 PM (America / Chicago)
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StatusRecently Active
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Sector Preference
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Location Preference
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Recent Activity
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Connected with 1 business
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Preferences
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