Industry veteran Randy Ambrosie’s Accretive 360 Inc., the parent company to Accretive Advisor, has bought research firm Advisor Impact Inc., as Accretive gears up to launch across Canada.

Julie Littlechild, founder and CEO of Toronto-based Advisor Impact, will remain CEO, and the company will continue to operate under its own name as a subsidiary of Accretive 360. She will also become managing director of research for Accretive Advisor.

Accretive, an Oakville, Ont. wealth management services firm, 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.

“Our single goal is to help investors and advisors enjoy a more successful relationship,” stated Ambrosie, former president of AGF Mutual Funds.

“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,” Ambrosie added.

“There’s such a great synergy between our two businesses,” said Littlechild. “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.”

Advisor Impact Inc. works with financial services firms to improve productivity and profitability through enhanced client engagement.

IE