Weigh House focuses on fee-only model
With potential regulatory changes in Australia and Britain that could result in the elimination of commission-based selling by 2012, a Toronto-based planning firm is positioning itself for the day that trend hits Canada. Weigh House Investors Services Inc. is aiming to become a leader in fee-only financial planning.
With potential regulatory changes in Australia and Britain that could result in the elimination of commission-based selling by 2012, a Toronto-based planning firm is positioning itself for the day that trend hits Canada. Weigh House Investors Services Inc. is aiming to become a leader in fee-only financial planning.
Investment Executive in a feature article on Weigh House Investors Services had the following comments:
Warren MacKenzie, President and CEO of Toronto based Weigh House Investors Services Inc., and Clive Smith, the firm’s vice president of business development anticipate growth in demand for fee-only financial planning services. With 14 consultants in 12 offices, the executives plan to expand to 250 advisors across Canada. “Right now it is almost like a perfect storm for our business,” Mackenzie says.
MacKenzie sees demand among investors for third party consulting on their investments.
“Canadian investors are overwhelmed and disillusioned by the complex array of investment products being sold today, MacKenzie says. There is a very real need for expert investment advice that is sheltered from marketplace incentives, product development and sales targets."
Warren MacKenzie, President and CEO of Toronto based Weigh House Investors Services Inc., and Clive Smith, the firm’s vice president of business development anticipate growth in demand for fee-only financial planning services. With 14 consultants in 12 offices, the executives plan to expand to 250 advisors across Canada. “Right now it is almost like a perfect storm for our business,” Mackenzie says.
MacKenzie sees demand among investors for third party consulting on their investments.
“Canadian investors are overwhelmed and disillusioned by the complex array of investment products being sold today, MacKenzie says. There is a very real need for expert investment advice that is sheltered from marketplace incentives, product development and sales targets."
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LinkedinDanZwicker@rogers.com
I’ll get it out to you as soon as I receive your request.
Dan Zwicker
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