The Globe and Mail
🏢 Globe and Mail Inc. (Woodbridge)
Jul 8, 2026
· 5 min read
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Why this advisor hired a broker to help her buy her first book of business
Original article ↗ 🔒 Paywalled source — limited preview availableB.I.A.S. ANALYSIS
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ML v2 (DistilBERT)
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Ensemble
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Article Excerpt
BUY THE BOOK
Why this advisor hired a broker to help her buy her first book of business
DEANNE GAGE
GLOBE ADVISOR REPORTER
PUBLISHED 1 HOUR AGO
Open this photo in gallery:
Maja Bekic, founder and wealth advisor with Redline Wealth Management Inc. at Designed Securities Ltd. in Hamilton.
MICHELLE MACLEOD PHOTOGRAPHY/SUPPLIED
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In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention.
Maja …
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Jul 8, 2026