Brian Lonsdale of HollisWealth is rank 46 in Wealth Professional Canada's 2017 Top 50 Advisors
HollisWealth
Red Deer, AB
Last year was a memorable one for John Rathwell: In addition to increasing his AUM to $130 million, he made the big switch to a fee-based model. “This has been a big conversion year for switching from embedded commission over to fee-based – we have converted $60 million over this year,” he says. In doing so, Rathwell gained an extra $3 million in assets, so the move appears to have been a positive one.
Red Deer, AB
Last year was a memorable one for John Rathwell: In addition to increasing his AUM to $130 million, he made the big switch to a fee-based model. “This has been a big conversion year for switching from embedded commission over to fee-based – we have converted $60 million over this year,” he says. In doing so, Rathwell gained an extra $3 million in assets, so the move appears to have been a positive one.
