Wealth Management

Future of Advice

We believe that advice-based value propositions that focus on end-to-end client needs, in which advice is the product, are the future of wealth management. We can help develop net-new capabilities, improve your channels, and transform your business.

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What we do

We are stewards of change within the industry, supporting wealth managers and the ecosystem players that surround them, tackle heart-of-the-business issues, refine their strategy and transform their business.

Our practice leads the Canadian wealth management professional services market, with top talent, and well-informed subject matter experts, leveraging leading-edge best practices gained from engagements across Canada and the globe.

We believe the future of wealth management transcends traditional wealth thresholds and channels – with advice as the distinct offering – and can help you transform your business to achieve this.

Our perspectives

Article

Wealth and asset management consolidation

In search of yield and new growth opportunities, there has been increased demand for the acquisition of alternative asset managers

Article

The Future of Canadian SROs

For Canadian self-regulatory organizations (SROs), change is inevitable

Article

Future of wealth operations: An impetus for change

The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently

Article

Strategic initiatives for winning using wealth-tech

To capitalize on the evolution of the technology they use to serve clients, wealth managers should focus on five actions

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Disrupting wealth management

How wealth businesses are shaping themselves to provide customers with personalized financial advice to meet their high expectations

Discover more of our perspectives

How we can help:

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Strategy
& M&A

Capitalize on strategic opportunities to revise your corporate and business unit strategy, innovate your products and offerings, change your revenue strategy and pricing, and pursue mergers-and-acquisitions opportunities.

technology-operations

Technology and Operations

Become more resilient, agile, and future-focused, and recognize that this is not time for incremental changes—it’s time for a transformation of your core-business capabilities.

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Digital

Embrace the emerging possibilities of a digital world and serve your clients using original channels all while supporting remote work, enhancing collaboration, driving productivity, and changing your service model.

human-capital

Human Capital

Aim to organize and retain key talent by consciously removing functional/departmental silos to improve collaboration, foster innovation, and enhance alignment across your organization, so your organization can in turn best serve your clients.

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Risk, Regulatory, Tax

Scale your offerings to serve your clients by capitalizing on sweeping regulatory change while mitigating the risks, fulfilling the compliance requirements, and understanding the tax implications for both your organization and your clients.

Case studies

Article

From 26 systems to one button in just 6 months

CHALLENGE: TOO MANY SYSTEMS GETTING IN THE WAY OF CUSTOMER RELATIONSHIPS

What’s on your mind?

Contact

Kendra Thompson

Partner, Consulting

416-867-8344

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Peyman Pardis

Head of Operations

647-403-2190

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