Full steam ahead for PIS

professional-investment-services/PIS/chief-executive/dealer-group/financial-advisers/

11 January 2008
| By Sara Rich |
image
image image
expand image

Robbie Bennetts

The enthusiasm for which the Canadian offshoot of Professional Investment Services(PIS) has embraced its parent company’s culture and business attitudes has surprised the dealer group but put it in good stead for significant growth.

According to PIS chief executive Robbie Bennetts, PIS Canada will concentrate on tax strategies and strengthening links with accountancy firms over the coming year in preparation for a growth spurt.

The North American operation has 115 financial advisers and more than $1 billion in funds under administration. It was established in November 2006 through the acquisition of Alberta-based Generation Financial Corporation.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 3 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 2 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3