HollisWealth, a division of Industrial Alliance Securities
Celebrating 30 years in the wealth management industry, John Rathwell moved up 10 places on the Top 50 Advisors list, from number 37 last year to number 27 this year, thanks in part to the growth of his AUM to $153 million. Becoming a portfolio manager is one of Rathwell’s many goals for 2019. “I also want to grow our business, hire a tax preparer to complete tax returns for our clients and have our clients become raving fans and be confident in referring us to their friends and family,” he says.
And while he plans to be in the industry for the next decade, Rathwell already has his eye on training the next generation. “My main goal is to mentor my three kids in becoming well established financial planners in Central Alberta,” he says.