Wealth management and advice in the time of coronavirus

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Wealth management and advice in the time of coronavirus

A Deloitte perspective on the industry impact of COVID-19

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.

Wealth management and advice in the time of coronavirus

Pascal Martino
Partner | Banking and
Human Capital Leader

Martin Flaunet
Partner | IFRS Leader

Pascal Eber
Partner | Operations Excellence
& Human Capital

Frank Lichtenthaeler
Partner | Strategy, Regulatory & Corporate Finance

Michael Holzmann
Partner | Technology & Enterprise Application

Erika Bourguet
Director | Strategy Regulatory & Corporate Finance

Julien Schaffner 
Director | Operations Excellence & Human Capital

Charlotte Hittelet 
Director | Operations Excellence & Human Capital

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