5.0
Sep 10, 2018
Current employee, more than 10 years
Victoria, BC
Recommend
CEO approval
Business outlook
Pros
Exemplary commitment or resources and services all designed to support the FA in their role of working for and with the long term conservative investor. Private practice with full-paid quality office and full time, dedicated assistant. World class technology and just-in-time training. Limited Partnership structure offers excellent additional remuneration opportunities. Retirement program is generous to the advisor and respectful to the client.
Cons
Firm's success and reputation is not well understood by the advisor community.