On freedom
“I’m not sure how much Sun Life will have an effect on our independence.”
Iqon Financial advisor, Manitoba
On the worst aspect of the firm
“I would like to see a lot more concern directed to independent brokers. They definitely have been cut loose.”
Manulife Financial advisor, B.C.
On freedom
“There is no recommended product list; it is simply all we are allowed to sell.”
Primerica advisor, Alberta
On improving the firm
“Double the commissions, and more beers with the securities commission!”
TWC Financial advisor, Alberta
On professional designations
People come into your office, and the first thing that they look at is your wall to see what qualifications you have.”
Assante advisor, Ontario
On account statements
“I find the statements are too simple. They don’t show the clients enough about their accounts, and they don’t offer portfolio modelling.”
Balanced Planning advisor, B.C.
On industry competition
“I have lost clients more to full-service brokers than to discount brokers — I am sure because they’re lying to them.”
Assante advisor in Ontario
On selling in-house funds
“I’ve never sold a Cartier fund. It looks bad.”
Balanced Planning advisor in Alberta