The Evolution of Investment Advice in Canada: The Next-Generation Advisor
listen now
About This Episode
Inspired by a recent white paper on the next-generation advisor, today we’re exploring the evolution of investment advice in Canada.
For me, the expansion beyond stock picking and into a deeper advisory role goes back over 20 years. The evolution of exchange-traded funds has helped us build wonderful portfolios with passive investment vehicles, giving us the time to deliver a better client experience by offering services clients need from tax and retirement planning to cash flow management and beyond.
The new generation advisor is here to meet investors’ changing demands, and I’m excited for our clients because we are in that space and always moving forward. That’s why we’re so passionate about everything we do.
On this episode, Marcelo and I talk about how the value proposition offered by investment managers is changing, the differences between active and passive investing, why clients need a new type of investment advisor, the rate of adoption of passive investing in Canada versus the US, and so much more!
Thank you for listening!
Key Topics:
- The shifting value proposition of investment advisors (1:22)
- Why we were inspired to create this episode (2:20)
- What passive investing means (4:07)
- The commoditization of investment management (5:19
- Investment advisors’ traditional value proposition to clients (7:13)
- The driving factors of compensation for active managers (9:00)
- Advisors’ new value proposition (10:03)
- How next-generation advisors improve the client experience (11:24)
- What research shows us about active versus passive investment performance (12:52)
- Why we’re now at a tipping point with passive investing (14:45)
- How changing demand is driving the advisor evolution (15:36)
- What our client review meetings involve (17:39)
- The growth of passive investing in Canada and the US (19:45)
- How the US Registered Investment Advisor model impacts adoption (21:42)
- Understanding your investment advisor options as a Canadian investor (22:46)
- Our key takeaways about the next-generation advisor (24:44)
- And much more!
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Related Episodes

The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.

International Diversification Part 2: Not so crazy
How much should you invest in different global markets? We dive into the nuances of valuations and expected returns adding clarity and confidence in global diversified portfolios.

Why Global Diversification is Good for Canadian Investors
Learn the benefits of global diversification for Canadian investors along with actionable strategies to gain better returns with less volatility.

Connect
Visit Us
3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
Connect
© Copyright 2023 | Tulett, Matthews & Associates Conflict of Interest Disclosure Privacy Policy Legal