The Role of Thought Leadership in Boutique Wealth Management

Episode 5,   Aug 16, 10:11 AM

Andrew Auerbach and Jean explore the role of thought leadership in the growing boutique wealth management sector in Canada, highlighting Delisle Advisory’s vision and the steps required to establish such a firm. They provide insights into the challenges and opportunities in this niche market, emphasizing their commitment to educating and supporting others interested in launching boutique wealth management firms.

Introduction: Andrew Auerbach and Jean discuss thought leadership in boutique wealth management.
Boutique Wealth Management in Canada: Overview of the growth and opportunities for boutique firms compared to the U.S. market.
Delisle Advisory’s Role: Andrew shares his vision for Delisle’s impact on the Canadian wealth management landscape.
Steps to Launching a Boutique Firm: Detailed look at the regulatory, operational, and strategic steps involved in setting up a boutique wealth management firm.
Challenges and Insights: Addressing the complexities of registration, compliance, and firm establishment.
Future Plans: Andrew and Jean discuss their commitment to thought leadership and supporting the growth of boutique firms.
Contact and Resources: How to connect with Delisle Advisory and access resources for those interested in starting their own boutique firm.