David Barnsdale of Barnsdale & Hussain Wealth Management Group is part of this year's WP Top 50 Advisors.
8 David Barnsdale
Barnsdale & Hussain Wealth Management Group
RBC Dominion Securities
Mississauga, Ont.
AUM GROWTH: $5,000,000
AUM PER CLIENT: $1,311,475
REVENUE PER CLIENT: $11,606
CLIENTS AT END OCT 2015: 122
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 16
David Barnsdale’s AUM per client ($1.3 million) and revenue per client ($11,606) cemented his top 10 finish. By focusing on the quality of clients, limiting the number of households and being very selective with new client acquisitions, Barnsdale has streamlined his business to provide the best execution and service possible. His extensive experience in tax reduction provides unmatched expertise and access to solutions for his clients, which include many corporate executives, professionals and business owners.
Barnsdale & Hussain Wealth Management Group
RBC Dominion Securities
Mississauga, Ont.
AUM GROWTH: $5,000,000
AUM PER CLIENT: $1,311,475
REVENUE PER CLIENT: $11,606
CLIENTS AT END OCT 2015: 122
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 16
David Barnsdale’s AUM per client ($1.3 million) and revenue per client ($11,606) cemented his top 10 finish. By focusing on the quality of clients, limiting the number of households and being very selective with new client acquisitions, Barnsdale has streamlined his business to provide the best execution and service possible. His extensive experience in tax reduction provides unmatched expertise and access to solutions for his clients, which include many corporate executives, professionals and business owners.
