Gary Renaud of Life Span Financial Strategies is part of this year's WP Top 50 Advisors.
35 Gary Renaud
Life Span Financial Strategies
HollisWealth
Ottawa
AUM GROWTH: $14,700,000
AUM PER CLIENT: $269,774
REVENUE PER CLIENT: $3,716
CLIENTS AT END OCT 2015: 708
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 176
Gary Renaud founded the firm that is now known as Life Span Financial Strategies, where he oversees all operations and is a key part of the firm’s growing success; last year, Renaud had $191 million AUM. Renaud is a member of HollisWealth’s President’s and Chairman’s Club, and has become a recognized leader in the industry.
Life Span Financial Strategies
HollisWealth
Ottawa
AUM GROWTH: $14,700,000
AUM PER CLIENT: $269,774
REVENUE PER CLIENT: $3,716
CLIENTS AT END OCT 2015: 708
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 176
Gary Renaud founded the firm that is now known as Life Span Financial Strategies, where he oversees all operations and is a key part of the firm’s growing success; last year, Renaud had $191 million AUM. Renaud is a member of HollisWealth’s President’s and Chairman’s Club, and has become a recognized leader in the industry.
