On the firm’s stability
“I think we will be taken over, because we are a small player.”
CMG Worldsource advisor, Ontario
On freedom from pressure at CMG
“I do exactly what I want, unless it’s illegal.”
CMG Worldsource advisor, Alberta
On the worst aspect of Iqon
“We can’t sell stocks. It forces many to leave.”
Iqon Financial advisor, Alberta
On the worst aspect of Primerica
“Would be nice to have a little more support from the firm in sales and marketing. A more personal relationship with the reps would be nice also.”
Primerica advisor, Alberta
On account statements
“There are annual and quarterly statements. They don’t show when the numbers are out of whack.”
TWC Financial advisor, Saskatchewan
On public image
“They advertised for many years, but are not important to the public.”
Regal Capital advisor, Ontario
On moving firms
“Investors Group claims that they own the clients.”
Investors Group advisor, Ontario
On compliance
“There is a general paranoia that clients are going to sue you, it’s just a matter of when. This seems to be across the board, not just at Berkshire.”
Berkshire advisor, Quebec