On the firm overall

“When you first join a place, they make it seem like a 10 — and then reality kicks in.”

-a Dundee advisor

On corporate culture

“Awesome. I just love it!”

-a rep with PFSL

On the branch manager

“I have not heard from him yet this year. The last time
I saw my branch manager was before Christmas when he stopped by to drop off
chocolates.”

-a CMG-Worldsource advisor

On one-stop shopping

“There’s pressure from the clients maybe, but not from the firm. We do insurance and funds. I don’t feel the pressure to expand that right now, but I can see it coming down the line, for sure.”

-a planner with IQON

On the drawbacks

“The disorganization, the lack of corporate culture — these are problems resulting from the integration. We’re all on different technology platforms, different payouts. Some of the decisions are wishy-washy.”

-a planner with Assante

On ongoing training

“It’s been a long time since I’ve seen any training. It’s been a long time since I’ve gone looking, too.”

-a Money concepts advisor

On the firm’s stability

“They’ve got a helluva future.”

an IPC planner

On the back office

“In the 12 years I’ve been here, I’ve seen a steady decline in the quality of back office. It’s a disturbing trend. I’m quite disgusted with the firm and I’m not a big fan of Investors.”

-Investors Group planner

On fund research

“It’s awesome. This guy is something else. It was actually something of a pleasant surprise when I signed on.”

-an IQON planner

On the firm’s image

“They do a rock-on job at what they do, but they don’t put their name everywhere. They don’t give us a lot, but we don’t ask for a lot.”

-a FundEX planner

On fee-based service

“That’s big down in the States, but I don’t believe it. I think Canadians will wake up to that farce.”

-a Dundee advisor