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.
Connect with usWhat 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
Building a future-ready investment firm
Preparing for technological, demographic, and competitive megatrends reshaping the global wealth industry
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Personalized portals
Modernizing the advisor experience
Article
The “Spotifying” of wealth advice
How to start tapping into the potential of data-driven personalization
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Confronting the growing retirement gap:
The financial services industry’s role in securing Canadians’ futures
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Next on the horizon: direct indexing
Direct indexing: the next product to meet evolving investor expectations
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Optimizing the wealth consumer engagement journey
In this series, we will explore how wealth managers can improve client experiences and develop lasting relationships
How we can help:
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.
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.
Technology &
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.
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.
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.
Strategy
& M&A
Technology and Operations
Digital
Human Capital
Risk, Regulatory, Tax
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?
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