Purchase adds research strength to Investor-Advisor support as Accretive
readies for launch across Canada.
TORONTO, Jan. 20 /CNW/ - Industry veteran Randy Ambrosie's Accretive 360
Inc., the parent company to Accretive Advisor, has bought Advisor
Impact Inc. of Toronto, the leading North American research boutique on
the Investor-Advisor relationship. Accretive gears up to launch across
Julie Littlechild, Founder and CEO of Advisor Impact, will remain the
CEO, and the company will continue to operate under its own name as a
subsidiary of Accretive 360 Inc. She will also become Managing Director
of Research for Accretive Advisor.
Said Ambrosie, former President of AGF Mutual Funds: "Our single goal is
to help Investors and Advisors enjoy a more successful relationship. In
their 12 years of experience in the Canadian, American and British
markets, Julie Littlechild and her team have developed the most useful
insights and tools virtually anywhere. So now, we'll be able to offer
their expertise and our own — not only to Investors, but to Accretive
Advisors, who are among Canada's top Financial Advisors."
Said Julie Littlechild, Advisor Impact's CEO: "There's such a great
synergy between our 2 businesses. I can't imagine a better partner.
Together, we'll be focused on the same end, which is to significantly
improve the way Investors and Advisors work together."
About Advisor Impact Inc.
Founded in 1998 by Julie Littlechild, Advisor Impact Inc. (www.advisorimpact.com) works with financial services firms to improve productivity and
profitability through enhanced client engagement. Offering a suite of
research and training services, Advisor Impact works with Financial
Advisors, Accountants, Broker/Dealers and investment management firms
across North America and the United Kingdom. Its flagship program, the
Client Audit, is an outsourced client feedback program designed to help
Advisors improve profitability by enhancing client loyalty and revenue.
Advisor Impact maintains a database of over 80,000 Investors, used to
drive insights into client engagement, fit and perception of advice.
Advisor Impact is the provider of choice for dozens of firms globally
and works with thousands of Financial Advisors each year.
About Accretive 360 Inc.
Accretive 360 Inc., the parent company of Accretive Advisor (www.accretiveadvisor.com), is a wealth management services firm created to help Investors and
Advisors work together to forge a more successful relationship. Its Accretive Match™ process is an industry first: it uses a proprietary online matching
tool to identify Investors' true needs and partner them with accredited
Advisors who are professionally and personally well-suited to meet
their needs. Advisors are matched with like-minded Investors and can
take advantage of Accretive's unique tools and information to gain a
deeper understanding of their clients. This results in a high degree of
confidence and an enhanced Investor-Advisor relationship that helps
Advisors build a more successful practice, and Investors build more
confidence, enjoy peace of mind and contribute assets into their wealth
The Accretive Certified™ program is another first. Based on a rigorous audit process, Accretive
Certified™ identifies the most distinguished Advisors in the industry.
Advisors who qualify are members of a select group recognized for their
practice, discipline and performance. Accretive Certification is
designed to provide Investors with a new level of confidence in their
SOURCE Accretive 360 Inc.
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