Financial Services Consulting

Our financial services consulting practice is not staffed by generalists who have studied the industry. It is led by practitioners who have spent careers inside it — setting up brokerages, building agent teams, generating volume, navigating regulatory environments, and managing the full operational lifecycle of financial services businesses in Canada.

Insurance Brokerage Consulting

Our team has deep experience in property and casualty insurance and commercial lines. We understand the brokerage model — its economics, its sales cycles, its recruiting challenges, and its regulatory requirements — in a way that only comes from operating within it at a senior level.

We work with existing brokerages seeking to improve performance, individuals looking to start a career in insurance, and agents ready to take their book of business to the next level. We also provide outsourced management support to firms that want senior-level guidance without the cost of a full-time hire.

• —Brokerage setup, licensing, and regulatory compliance
• —Sales process and pipeline development
• —Agent and broker recruiting, onboarding, and retention
• —Book of business growth strategies
• —Outsourced brokerage management
• —Career entry guidance for new insurance professionals

Mortgage Brokerage Consulting

Our team has built, managed, and operated multiple mortgage brokerages — generating hundreds of millions in volume and building high-performing agent teams from the ground up. We understand the industry from the origination level through to the institutional side, including lender relationships, compliance, and the economics of different brokerage models.

• —Mortgage brokerage setup and licensing
• —Agent recruiting and team development
• —Lender relationships and product strategy
• —Volume growth and market penetration
• —Compliance and regulatory navigation
• —Operational and management structure

Wealth Management & Mutual Funds

Our team brings high-level experience in the mutual fund and wealth management industry, including a thorough understanding of the brokerage and dealer models, recruiting, and the transition from a captive to independent practice. We advise advisors and firms navigating growth, independence, or structural change.