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