Brandon Chapman 0

Evolving Freedom Advisors to be "Bionic" Advisors

31 people have signed this petition. Add your name now!
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31 people have signed. Add your voice!
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The advisor relationship will always be important in financial planning and investment management. Leveraging technology to enhance that relationship can actually cement that relationship. WealthSimple has been recruiting Financial Advisors across Canada to use their platform. With electronic on-boarding, white-labeling the product interface and a slick application - what is not to love?

The millennial consumer wants choice, and so does the millennial advisor! We have been losing clients who want to work with us but also want to use the platform. Some benefits to advisors include:

  • electronic on-boarding of clients
  • incorporation of advisor fees directly through the platform (you set this)
  • competitive investment fund management fees for clients (.35%)
  • WealthSimple takes care of KYC updates
  • 100% electronic trades, no faxes!
  • builds a fence around your client - slick platform, competitive fees and no paperwork.
  • increase the value offering to clients by leveraging the ecosystem of tomorrow. WealthSimple recently announced a zero fee trading platform!

For advisors who do not want to go the way of the BlackBerry and would like the option of embracing technology, please sign the petition below. As a subsidiary of Power Corporation, WealthSimple joining forces with the Freedom advice channel will be an unstoppable force to be reckoned with in the wealth management space - let's let management know that we would like choice in offering our services to clients!

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