Full steam ahead for PIS
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.
Recommended for you
ASIC has released the results of the latest financial adviser exam, held in November 2025.
Winners have been announced for this year's ifa Excellence Awards, hosted by Money Management's sister brand ifa.
Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry.
Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes.

