Brian Lonsdale of The Lonsdale Financial Group is part of this year's WP Top 50 Advisors.
40 Brian Lonsdale
The Lonsdale Financial Group
CIBC Wood Gundy
Ottawa
AUM GROWTH: $10,000,000
AUM PER CLIENT: $400,000
REVENUE PER CLIENT: $2,400
CLIENTS AT END OCT 2015: 300
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 0
As of October, Brian Lonsdale had racked up $120 million AUM and 300 clients.
Lonsdale works with his clients to identify their unique goals and objectives, then establish a customized plan to attain those goals, using appropriate investment and insurance vehicles to suit their particular needs and risk levels.
The Lonsdale Financial Group
CIBC Wood Gundy
Ottawa
AUM GROWTH: $10,000,000
AUM PER CLIENT: $400,000
REVENUE PER CLIENT: $2,400
CLIENTS AT END OCT 2015: 300
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 0
As of October, Brian Lonsdale had racked up $120 million AUM and 300 clients.
Lonsdale works with his clients to identify their unique goals and objectives, then establish a customized plan to attain those goals, using appropriate investment and insurance vehicles to suit their particular needs and risk levels.
