Experience with looking at wealth management / PM deals in Canada

searcher profile

March 02, 2026

by a searcher from McGill University in Montreal, QC, Canada

Hi All -- does anyone have experience with acquiring Canadian wealth management books and firms? Especially as someone who isn't a financial planner / advisor? Want to understand some of the major pitfalls for these types of deals as well as what some key points of diligence and deal structuring should be.
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Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might know who can help with Wealth Management in Canada. Press @ to tag someone.
commentor profile
Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to help with Wealth Management in general. :-)
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