Wealth management and advice in the time of coronavirus

The Canadian wealth management landscape has been undergoing significant change in recent years. A mix of rising client expectations, regulatory change, shifting economics, and technological advancement have combined to put pressure on the traditional paradigm of what constitutes wealth management—and the very business and revenue models that drive it.

This report looks at top-of-mind questions that wealth management executives are wrestling with. We look to answer these questions using Deloitte’s COVID-19 “Respond, Recover, Thrive” framework, which looks at the future of advice and how will respond to, recover from and move beyond the immediate crisis.

Our insights can help you address challenges and opportunities in both the immediate term and the long term as we progress through the COVID-19 crisis. If you are looking for advice and a sounding board right now, we are here to help.

Acknowledgements

Matt McWhirter
Senior Manager, Wealth Management Strategy Leader
416-775-8642

Gagan Bhatia
Manager, Deloitte Canada
416-607-1035

Kamal Virk
Senior Consultant
416-956-9057