Clients
Active client accounts and relationship health.
Clients (7)
| Client | Type | City | Status | Lifetime value | Health |
|---|---|---|---|---|---|
| Lincoln Asset Group | Asset Manager | Toronto | Client | $1,940,000 | Strong |
| Innovate RE | Developer | Toronto | Prospect | $0 | Healthy |
| Global Warehousing | Investor | Mississauga | Prospect | $0 | Watch |
| Eastside Condo Corp 1142 | Condominium Corporation | Ottawa | Client | $286,000 | Healthy |
| Meridian Family Office | Family Office | Montreal | Client | $2,140,000 | At Risk |
| Northgate REIT | REIT | Vancouver | Prospect | $0 | Healthy |
| Harper & Voss | Referral Partner | Toronto | Partner | $410,000 | Strong |