37 John Rathwell, HollisWealth

37 John Rathwell, HollisWealth

HollisWealth, Industrial Alliance Securities
Red Deer, AB

WPC’s Top 50 Advisors list is consistently dominated by those working in Canada’s main population centres, but there’s plenty of great advisory talent outside of the major cities, too. Case in point: John Rathwell, who serves the residents of Red Deer, Alberta, with a practice that has family at the forefront. All three of Rathwell’s adult children work in his office, and he describes the firm as “family helping families.” Rathwell’s team is excelling in that regard, adding $13 million in assets last year to bring its total AUM to $143 million.
 

Company Information

  • HollisWealth
  • 26 Wellington East, Suite 700 Toronto, ON M5E 1S2

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