The Advisor Delta™

Many Canadians want to support their families and pass on wealth during their lifetime, yet few have discussed those intentions with their advisor. This Financial Literacy Month, we sat down with Michelle Munro (Director of Tax and Retirement Research, Fidelity Canada) to discuss the evolving needs of Canadian families, the importance of intergenerational planning and how advisors can help clients...

Will AI replace advisors? Not according to Cameron Schuler (Chief Commercialization Officer and Vice-President, Industry Innovation at Vector Institute) and Nat Morfesis (Senior Vice-President, Dealer Compliance and Chief Compliance Officer at Worldsource). In this episode, they discuss privacy, compliance, efficiency and why an advisor's greatest value continues to be human touch.

Building a successful niche starts with understanding the people you serve. Karen Roy, (Certified Financial Planner, Spectrum Financial Strategies) shares how becoming an active member of the special needs community helped her develop a trusted, referral-driven practice. Tune in for insights on authenticity, specialization and the power of community.

Success rarely follows a straight line. In this special roundtable episode, Daryl Charanduk (Certified Financial Planner, Charanduk Financial Services), Jeff McDaid (Wealth Advisor, Armour Wealth) and Karen Okimi (Certified Financial Planner, Armour Wealth) share reflections on mentorship, succession planning, adapting to change and overcoming self-doubt.

What does it take to turn potential into partnership? We sat down with Jeff Kechnie (President and Investment Funds Advisor) and Ann Ball (Wealth Advisor and Financial Planner) of Kechnie Investment Services, to discuss how mentorship, coaching and a commitment to personal growth helped cultivate leadership within their practice. Together, they explore the role of confidence, accountability and co...

Transitioning your practice isn’t just about solving current challenges. It’s about positioning yourself for future growth. Mary Warwick, CFP (Warwick McLaughlin Private Wealth Management), shares how moving to Worldsource Wealth Management Inc unlocked new energy in her practice, fueled next-gen development and expanded client solutions.

Succession isn’t a transaction; it’s a daily practice. In this follow up episode, we hear from two leaders who keep the engine running at Perler Financial Group. David Oleinik, Financial Planner, and Leslie Marsden, Branch Manager, share how team-based advice, operational discipline and early investment in people help clients trust the firm, not just the founder.

Strong practices aren’t built around one person — they’re built to outlast them. In part one of this two-episode spotlight, we meet with the advisor behind a multi decade practice built on family values: Harry Perler (CFP, CLU, CEA, CPCA), Financial Planner, CEO and Co-founder of Perler Financial Group. Harry reflects on the early decisions, hiring moves and mindset shifts that helped him build a...

From breaking barriers in the ’80s to leading a multigenerational advisory team today, we sat down with Sue Foley, CFP® and owner of Hartry Foley Financial at Worldsource Wealth Management, to learn how she built her practice not by trying to break barriers, but by simply showing up and refusing to accept limits. Plus, a look inside The Tumblers—a women advisor community built on collaboration and...

Tax season is often seen as a backward-looking exercise, but the most valuable conversations actually happen before a return is even filed. In this episode, Joe Falzone, Certified Financial Planner professional at TP Financial Group of Worldsource Financial Management, Inc., shares how early collaboration and well-timed discussions can help advisors strengthen relationships, work more effectively...

What will define successful advisory practices in 2026 and beyond? In this special 2026 kickoff episode of The Advisor Delta™, Doce Tomic, our Chairman and President, joins us for a forward-looking discussion on the forces reshaping Canadian wealth management.

This Financial Literacy Month, we’re breaking the silence around money. From hands-on tips for teaching kids about saving and investing to strategies for advisors to open the door to future planning discussions, this episode inspires everyone to take action and start the conversation today.

Let’s talk about one of the most misunderstood compliance topics in wealth management – power of attorneys and executors. Gain clarity on your professional boundaries, understand regulatory expectations and walk away with the confidence to handle these sensitive situations. A must-listen for any advisor looking to protect their clients and their license.

What’s your practice really worth? Join us as we unpack the first and most crucial step in succession planning: assessing and articulating the value of what you’ve built. Discover how to evaluate your business beyond the balance sheet, blending metrics with brand equity and client experience, to create a practice that’s future-ready and a legacy you’re proud to leave behind.

Succession planning can feel daunting—but it doesn’t have to be done alone. We sat down with Rob Andrus of Family Wealth Concepts and Matthew Cole of Northstar Wealth Management to learn how a Worldsource study group led to a succession. They discuss lessons learned, challenges they overcame and why investing in relationships with fellow advisors could be the key to safeguarding your practice’s fu...

When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are a real-world example of how to transition a practice thoughtfully and effectively. We sat down with the mother-daughter team to ask about their unique journey building and transitioning a practice. Together, they share candid lesson...

Email fraud is no longer a rare occurrence—it’s a daily threat to advisors and their clients. In this episode of The Advisor Delta™, our SVP Dealer Compliance, Chief Compliance Officer unpacks how fraudsters operate, why their attacks succeed and the simple yet critical steps every advisor must take to safeguard client assets and protect their reputation. With trust on the line, you can’t afford n...

Prospecting doesn’t have to be messy. With the right system, it can become your growth engine. In this episode, we unpack how a simple visual framework can help you win back time, improve conversion and create a consistent client journey. A prospecting flow chart isn’t just a tool—it’s a strategic necessity. Tune in and learn why structure is the key to scaling your practice.

Too often, advisors build strong relationships with one partner — and ignore the other. When life changes, that gap becomes a risk. In this episode, we unpack the critical practice of engaging both partners in financial conversations and why doing so can mean the difference between retaining a household or losing it. Tune in to learn actionable strategies you can use to serve the whole household,...

Looking to integrate AI into your practice but unsure where to start? This episode of The Advisor Delta™ offers a grounded, compliance-aware introduction to artificial intelligence in the advisory space. Artificial intelligence is no longer a far-off future—it's here and reshaping how advisors work. Listen to gain actionable strategies for using AI to support email writing, client education and op...

Nearly a quarter of Gen Z won’t consider working with an advisor who isn’t active on social media. In this episode of The Advisor Delta™, we explore how platforms like LinkedIn have become today’s advisor storefront—and why showing up consistently, visibly and authentically can help turn prospects into long-term clients. Discover how your digital presence shapes credibility before the first meetin...

Behind every successful practice is an operational powerhouse – the admin. In this episode, Marcia Latcha of Financial Wealth Builders Securities shares how admin roles are evolving in wealth management. Hear how administrators shape client onboarding, build trust and drive strategic business development. Marcia offers tips for administrators to own their impact and for firms to acknowledge their...

Behind every thriving advisory practice is a team that works with intention. But is your team built to scale? This episode unpacks the strategic questions to ask before hiring, the importance of role clarity and communication and how different team structures—vertical vs. horizontal—impact your growth path. Learn how to build a structure that evolves with your practice and empowers every team memb...

You’ve heard of CRMs and Zoom but are you using them to their full potential? In this episode, we share how advisors can create a more efficient, integrated and professional tech ecosystem. Get practical advice on everything from smart scheduling, dictation software and AI-enabled planning platforms to building a virtual experience that clients will remember. Your advisory practice deserves a tech...

How do advisors stay agile in a time-crunched, tech-heavy world? Our hosts tackle this question head-on in a thoughtful discussion about practice management’s growing role in financial services. From the rise of AI to succession planning, they explore the real challenges advisors face and how practice management can be the game-changer. Tune in to hear how lightbulb moments, peer learning, and a g...