3. The Golden Age of Independent Wealth Management

17/09/2025 1 min

Listen "3. The Golden Age of Independent Wealth Management"

Episode Synopsis

It’s a great time to be independent in Canada’s wealth management landscape. Here’s why:Clients want real choice & transparency. More Canadians are seeking fiduciary-style advice and best-in-class solutions rather than proprietary products.Technology and new products have leveled the playing field. Custodians and fintech platforms now give independents bank-level infrastructure, digital onboarding, and seamless client portals. New products with client friendly features such as evergreen structures provide greater diversification and exposure with liquidity not previously available.Advisor ownership is rising. Independence means equity in your own business, control over culture, and opportunities to acquire books of business as demographics shift.The momentum is clear, independents are better positioned than ever to deliver the personalized service and flexibility clients are looking for.#WealthManagement #IndependentAdvisors #ClientFirst #FinancialPlanning #CanadianFinance