The financial services industry is a highly regulated one that includes many mandatory requirements. Compliance plays a large role in our day to day business. We are business owners, with overhead costs, etc. who are required to operate within these specific guidelines.
As you are aware over the years our name on our letterhead has changed many times. For Gary and Deb, we have been known as financial advisors with Regal Capital Planners; the owner Paul Rockel sold the firm to Cartier Partners, which subsequently became Dundee Private investors - owned by Ned Goodman. When Mr. Goodman was ready to retire, he sold to Scotiabank. Scotia named our firm HollisWealth, seeing as the first Scotiabank in Canada was on Hollis street in Halifax it made sense and the name stuck.
We had very much gotten used to HollisWealth as had you our clients. In August of 2017 we were sold by Scotia to Industrial Alliance which has a few subsidiary firms underneath the main company - Investia Financial Services Inc. being one of them. Recently Investia decided to drop the HollisWealth name to become more efficient as a company and low and behold we are now known as Investia.
Kelly took a similar path except he started his career with Hewmac, which was subsequently bought by Canadian First Financial Group (CFFG). We have all ended up where we are today.
We are aware that so many changes can be very unnerving for our clients. Logistically speaking over the years our letterhead has changed, our office signage has changed, our back - office systems have changed. The constant in this change has been Kelly, Gary and Deb.
Change is inevitable in our industry. We decided to do something about it more than two years ago to prepare for the next name change. That time is now.
Welcome....Lifeview Financial - our trade name owned by Kelly, Gary and Deb. We spent almost two years creating this trade name. It was important for us to get it right. Choosing a name was very difficult as we wanted it to reflect us and our relationships with our clients. From now on no matter what our Dealer’s name is, we will always be known as Lifeview Financial. As a result of legal and regulatory requirements we also need to acknowledge our association with Investia. On communications from our office to you will see both names and on any communication from our head office you will likely only see the Investia name.
Over the coming months we are going to introduce you more and more to Lifeview Financial - it is our baby! Lifeview Financial is meant to revolve around our clients’ lives – where they are and where they want to go and our view on how to get there together.
In summary, what’s in a name? In our opinion it is primarily the people that matter most. We are here to continue to provide our clients with exceptional service and to go above and beyond when and where we can.
We hope this helps to clarify the ‘name’ issue and where we stand. As always, we would appreciate your comments. Rest assured - with more than 70 years plus of combined experience amongst us, we are here to help you and your family in achieving your financial goals and dreams at each of your life stages.
Different Perspectives.... One Life View is our Lifeview Financial motto.