Toronto Independent Wealth Firm Owners $1B-$4B - Newsletter Feature

Hi, maybe you can help? I’m looking to interview owners of Toronto-based independent wealth management firms (ideally $1B-$4B in AUM). I’m featuring a select group of industry leaders in an upcoming newsletter (reaching 1,100+ subscribers) and want to hear from a few owners/founders. The commitment is minimal. 5-8 questions about: • How you started your firm • How you grew it to where it is now • Your plan for the future Are you this person? Leave a comment or send me a connection request/DM. Know someone? Tag them below or please connect us. To recap: • Looking for a few people who started WM firms managing $1B-$4B in Toronto. • I want to feature you in a newsletter going out to 1.1K+ people. • Benefit to you: share your story and experience with others, a slot in a newsletter, your name/firm gets featured, low effort, low commitment. Thanks!