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 practice designed to endure change.

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 mentorship.

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 with accountants and build lasting client trust.

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 future. A must listen for advisors seeking to create continuity for their clients and peace of mind for their practices. 

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 lessons on communication, client trust and balancing their dynamic while preparing for the future.

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 not to!