% of Households with an Online Brokerage Account BMO Customers CIBC Customers RBC Customers TD Customers Scotiabank Customers 2013 13.0 11.0 17.0 26.0 8.0 2011 2009 12.0 18.0 28.0 Only 2% of our customers use Scotia iTRADE whereas 8% have an Online Brokerage accountĬlients hold both full service and self-directed online brokerage accounts 31% of investors with investable assets greater than $1MM have an online brokerage account 45% of investors who work with an advisor have a self-directed online brokerage account, and this is a growing trend in Canada 5Ģ simple questions for your clients: How much of your investment portfolio do you manage on your own? If yes, where is the portfolio housed? What features are important to you when making your own investing decisions? Online Brokerage Compound Annual Growth Rates (CAGR) $478B $228B $136B $109B Sep 2000 Sept 2 Source: The Retail Brokerage Report, Fall 2011, Exhibit 1.1., Investor Economics
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and its related and affiliated companies have no liability for The Financial Coach Inc.Presentation on theme: "HollisWealth Referral John Lopes - Senior Manager, National Business Development October 1, 2014."- Presentation transcript:ġ HollisWealth Referral John Lopes - Senior Manager, National Business DevelopmentĢ Agenda – Scotia iTRADE Online Brokerage Industry & Key Opportunitiesĭemographics & Client Discovery Why Scotia iTRADE? How to open a Scotia iTRADE account Support Resourcesģ Online Brokerage Industry – A Platform of Choice is an independent company unrelated to iA Private Wealth ™ and Industrial Alliance Securities Inc. For more information about iA Private Wealth ™, please consult the official website at The Financial Coach Inc. The Investment Advisors can open accounts only in the provinces where they are registered. The information contained herein may not apply to all types of investors. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. for iA Private Wealth ™, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. This information has been prepared by The Financial Coach Inc. iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).
IA Private Wealth ™ is a division of Industrial Alliance Securities Inc.
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