Future of Wealth Management

When a business owner decides to sell, it’s often the most significant financial moment of their life - and the most vulnerable moment for the incumbent investment advisor. Too often, advisors lose long-standing relationships at this stage because they’re not positioned as part of the transition conversation. The M&A process moves fast, other advisors get involved, and before they know it, the...

What does it actually take to build and scale an investment counselling firm in Canada? In this live fireside conversation, senior leaders from Wellington-Altus Private Counsel, Verecan Capital Management, and Renno & Co share practical insights on launching, structuring, and growing a modern investment counselling platform. This is a candid discussion on what works, what does not, and what se...

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In this episode, I sit down with Ben Wilson, Head of M&A Architecture at PWL Capital, one of Canada’s most distinctive and fastest-growing independent wealth management firms. Following PWL’s partnership with OneDigital, a US financial services consolidator with...

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In this episode, I interview a key partner to firms pursuing acquisitions in the sector. We unpack how they support buyers through sourcing, structuring, and closing transactions, and how they help ensure integrations actually deliver value. The discussion focuses on...

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In each interview, I explore how these firms have identified acquisition opportunities, negotiated and structured transactions, closed deals, and most importantly integrated advisors and clients in a way that actually accelerates value and scale. The emphasis is on w...

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In each interview, I explore how these firms have identified acquisition opportunities, negotiated and structured transactions, closed deals, and most importantly integrated advisors and clients in a way that actually accelerates value and scale. The emphasis is on w...