The Advisor Delta™

Will AI replace advisors? Not according to Cameron Schuler (Chief Commercialization Officer and Vice-President, Industry Innovation at Vector Institute) and Nat Morfesis (Senior Vice-President, Dealer Compliance and Chief Compliance Officer at Worldsource). In this episode, they discuss privacy, compliance, efficiency and why an advisor's greatest value continues to be human touch.

Building a successful niche starts with understanding the people you serve. Karen Roy, (Certified Financial Planner, Spectrum Financial Strategies) shares how becoming an active member of the special needs community helped her develop a trusted, referral-driven practice. Tune in for insights on authenticity, specialization and the power of community.

Success rarely follows a straight line. In this special roundtable episode, Daryl Charanduk (Certified Financial Planner, Charanduk Financial Services), Jeff McDaid (Wealth Advisor, Armour Wealth) and Karen Okimi (Certified Financial Planner, Armour Wealth) share reflections on mentorship, succession planning, adapting to change and overcoming self-doubt.

What does it take to turn potential into partnership? We sat down with Jeff Kechnie (President and Investment Funds Advisor) and Ann Ball (Wealth Advisor and Financial Planner) of Kechnie Investment Services, to discuss how mentorship, coaching and a commitment to personal growth helped cultivate leadership within their practice. Together, they explore the role of confidence, accountability and continuous learning in developing future leaders and creating long-term business success.

Transitioning your practice isn’t just about solving current challenges. It’s about positioning yourself for future growth.

Mary Warwick, CFP (Warwick McLaughlin Private Wealth Management), shares how moving to Worldsource Wealth Management Inc unlocked new energy in her practice, fueled next-gen development and expanded client solutions.

Succession isn’t a transaction; it’s a daily practice. In this follow up episode, we hear from two leaders who keep the engine running at Perler Financial Group. David Oleinik, Financial Planner, and Leslie Marsden, Branch Manager, share how team-based advice, operational discipline and early investment in people help clients trust the firm, not just the founder.

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.