In fact, five firms in the Report Card were rated lower by half a point or more in the “firm’s stability” category. HollisWealth advisors were not alone in feeling uncertain about the state of affairs at their dealers. seems like it’s going to be a pretty good company to work for.” “But I’m still here because I’m very satisfied with what is doing to solve all the issues. “It’s been a rough eight months,” says a HollisWealth advisor in Ontario.
#A BUMPY ROAD TO ACTION RESEARCH PATCH#
However, many HollisWealth advisors were hopeful that this is only a temporary rough patch and that IA will prove to be a good home for their businesses. This dissatisfaction stems largely from what advisors described as the rough transition taking place following Quebec City-based Industrial Alliance Insurance and Financial Services Inc.’s (IA) acquisition of HollisWealth from Bank of Nova Scotia, which was completed in August 2017. HollisWealth advisors rated their firm’s performance lower by half a point or more this year in 12 of the 28 categories for which the firm received a score – as well as for the overall rating by advisors. rated their firms lower in many categories because they felt unsettled as their firms go through significant transitions in ownership, management and technology, respectively. and Markham, Ont.-based Worldsource Wealth Management Inc.
A big reason for this collective change was that advisors with Toronto-based HollisWealth Inc., Winnipeg-based Investors Group Inc.
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