We offer advisors all the independence they’re looking for, along
with the stability and scope of business that come with a large bank.
We truly love the business of management and have made significant
investments in recent years to ensure our advisors have top-tier tools
and technology to provide their clients with an exceptional
experience. We believe that technology is there to empower and propel
our advisors, not to replace the human relationships that are
essential, especially since we know that money and finance are very
emotional topics. We cannot forget the human element behind them.
We understand that artificial intelligence and technology are
amazing tools that will support our advisors, but they will never
replace the human connection and the relationship advisors have with
their clients. We know that the most important thing for advisors is
their clients, and that’s why all our decisions are based on what the
client really needs. We have many committees where we gather feedback
from our advisors to help us make decisions and improve based on the
needs of both our advisors and clients.