Kate Brown of Brown Wealth Management Group is part of this year's WP Top 50 Advisors.
17 Kate Brown
Brown Wealth Management Group
RBC Dominion Securities
London, Ont.
AUM GROWTH: $12,600,000
AUM PER CLIENT: $815,294
REVENUE PER CLIENT: $7,946
CLIENTS AT END OCT 2015: 170
RETENTION RATE: 97.60%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
Kate Brown has been delivering professional, trusted, client-centred financial services since 1981; today, her practice, which provides financial planning and investment advice to high-net-worth individuals and families, boasts more than $800,000 in AUM per client. Brown is a formal mentor for RBC Dominion Securities young investment advisors and RBC Royal Bank young bankers. She was also named wealth management internal partner for 2015 by Royal Bank regional management.
Brown Wealth Management Group
RBC Dominion Securities
London, Ont.
AUM GROWTH: $12,600,000
AUM PER CLIENT: $815,294
REVENUE PER CLIENT: $7,946
CLIENTS AT END OCT 2015: 170
RETENTION RATE: 97.60%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
Kate Brown has been delivering professional, trusted, client-centred financial services since 1981; today, her practice, which provides financial planning and investment advice to high-net-worth individuals and families, boasts more than $800,000 in AUM per client. Brown is a formal mentor for RBC Dominion Securities young investment advisors and RBC Royal Bank young bankers. She was also named wealth management internal partner for 2015 by Royal Bank regional management.
