Douglas Griffioen of Wisdom Private Wealth is rank 49 in Wealth Professional Canada's 2018 Top 50 Advisors
Wisdom Private Wealth
HollisWealth, Industrial Alliance Securities
Waterloo, ON
The past year has been one of change for Douglas Griffioen as his Wisdom Private Wealth team was assimilated into the Industrial Alliance family as part of its takeover of HollisWealth. Regardless, he was still able to record AUM growth of $8 million, and he has similar expectations for 2018. Now in his 16th year as an advisor, Griffioen identifies time management as his major challenge.
“[There are] so many demands on our time,” he says, “that it is hard to achieve a balance [when] taking clients in a very poor financial position and helping them turn it completely around.”
HollisWealth, Industrial Alliance Securities
Waterloo, ON
The past year has been one of change for Douglas Griffioen as his Wisdom Private Wealth team was assimilated into the Industrial Alliance family as part of its takeover of HollisWealth. Regardless, he was still able to record AUM growth of $8 million, and he has similar expectations for 2018. Now in his 16th year as an advisor, Griffioen identifies time management as his major challenge.
“[There are] so many demands on our time,” he says, “that it is hard to achieve a balance [when] taking clients in a very poor financial position and helping them turn it completely around.”