James Durnin of Assante Financial Management is part of this year's WP Top 50 Advisors.
19 James Durnin
Assante Financial Management
Calgary
AUM GROWTH: $26,506,565
AUM PER CLIENT: $509,613
REVENUE PER CLIENT: $5,379
CLIENTS AT END OCT 2015: 301
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 18
Impressive AUM growth of more than $26 million helped allow James Durnin clear the top 20 on this year’s list. Durnin has also made major contributions to the industry as a whole, from working with Mackenzie Financial on CRM to submitting letters to the CSA to provide input on various issues.
Assante Financial Management
Calgary
AUM GROWTH: $26,506,565
AUM PER CLIENT: $509,613
REVENUE PER CLIENT: $5,379
CLIENTS AT END OCT 2015: 301
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 18
Impressive AUM growth of more than $26 million helped allow James Durnin clear the top 20 on this year’s list. Durnin has also made major contributions to the industry as a whole, from working with Mackenzie Financial on CRM to submitting letters to the CSA to provide input on various issues.
