Insights
Insights, for finance.
Insights from the work itself. Marketing strategy, compliance, and execution for financial firms.
All insights
Wealth & Asset Management
Finfluencer Marketing in Canada: What CIRO’s 2026 Guidance Means for Fund Companies and Dealers
CIRO's 2026 guidance reshapes how Canadian investment dealers can work with social media influencers. The new rules require disclosure, supervision, and approval workflows that most firms haven't built yet.
Read article
Wealth & Asset Management
Compliance Marketing Tips for Wealth Managers: 10 Steps to Stay Compliant
Compliance is part of the brief, not a constraint imposed afterward. Ten practical moves that keep wealth-management marketing both regulator-ready and effective.
Read article
Let's Talk
Reading is one thing. Working is another.
Most engagements start with a conversation. We'll learn about your firm, your audience, and what you're trying to grow. Then we'll tell you what we'd build first.
Book a strategy call