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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

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

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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

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Discover more of our perspectives

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

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The Future of Canadian SROs

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

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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

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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

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Key technology capabilities to future-proof wealth management

The wealth management industry is in the midst of significant change

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The future of the Chief Sustainability Officer

A perspective from Deloitte and the Institute of International Finance

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A moving target: Refocusing risk and resiliency amidst continued uncertainty

Findings from the global risk management survey, 12th edition

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2021 Industry Outlook reports

200 industry leaders weighed in on how their companies are recovering from the COVID-19 pandemic

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Data and technology in investment management

How CEOs can deliver a competitive advantage

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The importance of regulation in a time of crisis

A perspective for the wealth industry

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The resilient organization

How to thrive in the face of uncertainty

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How we can help:

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.

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.

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.

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.

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.

Our thinking

Capitalizing on opportunities in India and China

Despite the huge advantages of investing in India and China, the risks are considerable.
Perspective

Seizing the real AI opportunity

It’s becoming easier than ever for businesses of all sizes to make significant progress on their AI vision. The first step is to ignore the hype and focus on what can be achieved today.
Perspective

What’s on your mind?

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Get in touch

Carrie Merner

National Consulting Leader for Investment Management
+14168132326