Looking to Canadian markets, M Financial, pairs up with Caledonia Planning

M Financial Group is expanding its reach across the border and has added Caledonia Planning Group of Ontario, Canada, to its roster of advisory firms, the company announced yesterday.
SEP 11, 2009
M Financial Group is expanding its reach across the border and has added Caledonia Planning Group of Ontario, Canada, to its roster of advisory firms, the company announced yesterday. Caledonia, which is led by principal Iain Scoty, will be M Financials’ first member firm based outside the United States. M Financial now has more than 120 member firms. Its independent broker-dealer, M Holdings Securities Inc., reported $139 million in gross revenue last year and has 628 affiliated registered reps. “Expanding into Canada, while further diversifying our business, is an exciting step for M Financial,” Fred Jonske, M Financial’s president and CEO, said in a statement.

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