Investment Advisor — Partner Track (Toronto)

Investment Advisor — Partner Track (Toronto)

17 Aug
|
Schwaben Capital Group
|
Toronto

17 Aug

Schwaben Capital Group

Toronto

The short version I am looking for the person who will eventually run this firm. I intend to semi-retire in about five years. When I do, I want to hand the business to someone who helped build it - not sell it to a consolidator and watch clients I have known for decades get absorbed into a call centre. That is the job on offer. Everything below is detail. The firm Schwaben Capital is Ontario-based, independent, and deliberately small - today, two people. We manage money for established entrepreneurs, senior executives, and high-net-worth families: people who have built something, ask hard questions, and expect to speak directly to the person making the decisions. We invest in public securities with a long-term, value and GARP-oriented philosophy, and we hold positions for years rather than quarters. Independence is the entire proposition. No house product. No proprietary fund to push. No quarterly sales campaign, no internal referral quota, no shelf we are paid to fill. What we recommend is what we would own - and largely do. That is why clients leave the

📌 Investment Advisor — Partner Track (Toronto)
🏢 Schwaben Capital Group
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: investment advisor — partner track (toronto) / toronto

Subscribe to this job alert:

Get the latest job offers by email for: investment advisor — partner track (toronto) / toronto