Practice: Rathwell Financial
Firm: HollisWealth, a division of Industrial Alliance Securities
Location: Red Deer, AB
John Rathwell, a 33-year industry veteran, had a good year in 2020, crossing the $200 million AUM mark. Despite the pandemic, Rathwell says he and his team continued to provide the same level of service they always do. “We worked right through it, and we have added numerous clients,” he says. “It helps being in the office every day – then we can support our clients and be there for them. This has enabled us to grow our AUM by $18 million in less than a year.”
While Rathwell has begun fostering the next generation of his business – both of his children are advisors in his practice, and he hopes to continue mentoring them and watching as they strengthen the relationships he has built – he does still have a goal for himself. “I want to become a cross-border specialist,” he says. “There seems to be a great need for someone to hold this designation in our province.”
