Robert Redman of P.B. Fraser and Associates is part of this year's WP Top 50 Advisors.
34 Robert Redman
P.B. Fraser and Associates
HollisWealth/Scotia Capital
Ottawa
AUM GROWTH: $5,000,000
AUM PER CLIENT: $380,435
REVENUE PER CLIENT: $3,587
CLIENTS AT END OCT 2015: 184
RETENTION RATE: 99.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
Robert Redman had $70 million AUM last year, at an average of $380,435 AUM per client. In addition to his professional duties, Redman is a founder of the Finding Hope Foundation and co-organizer of the 100 Holes of Hope, an annual fund-raiser for two hospitals in Ottawa. In three years, he’s helped raise more than $140,000, and is targeting $100,000 in 2016.
P.B. Fraser and Associates
HollisWealth/Scotia Capital
Ottawa
AUM GROWTH: $5,000,000
AUM PER CLIENT: $380,435
REVENUE PER CLIENT: $3,587
CLIENTS AT END OCT 2015: 184
RETENTION RATE: 99.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
Robert Redman had $70 million AUM last year, at an average of $380,435 AUM per client. In addition to his professional duties, Redman is a founder of the Finding Hope Foundation and co-organizer of the 100 Holes of Hope, an annual fund-raiser for two hospitals in Ottawa. In three years, he’s helped raise more than $140,000, and is targeting $100,000 in 2016.