Ideas shaping the future of wealth.
Perspectives on technology, governance, and the evolving landscape of Canadian private wealth.
Technology
AI Won't Replace Financial Advisors — But It Will Redefine What They Do
Anthropic's head of revenue says advisors are "never going to get replaced." The real risk isn't AI taking your job — it's falling behind firms that use it.
March 2026 · 5 min read
Industry
Why Canadian Wealth Management Needs Its Own Operating System
With $1 trillion transferring between generations and CIRO modernizing the rulebook, U.S.-built platforms can't fill the gap. Here's what's missing.
February 2026 · 6 min read
Technology
Entity-First Architecture: Rethinking How We Model Wealth
Traditional platforms organize around accounts. We believe the entity — trusts, holdcos, families — should come first. Here's why the data model matters.
February 2026 · 5 min read
Compliance
Navigating CSA, OSC, and CIRO: A Unified Approach
Canadian advisory firms juggle multiple regulatory frameworks. How technology can simplify compliance without cutting corners.
February 2026 · 5 min read