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Our Bright Future

Our Bright Future. Our Bright Future. Panel: Robert Frances, PEAK Financial Group Andy Mitchell, SEI Canada David Scandiffio, Industrial Alliance Moderator: Dave Paterson, D.A Paterson & Associates Inc. Key factors affecting the Supply and Demand for advice going forward.

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Our Bright Future

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  1. Our Bright Future Our Bright Future Panel: Robert Frances, PEAK Financial Group Andy Mitchell, SEI Canada David Scandiffio, Industrial Alliance Moderator: Dave Paterson, D.A Paterson & Associates Inc.

  2. Key factors affecting the Supply and Demand for advice going forward • Demographics • Regulation • Competition and/or consolidation

  3. Issues affecting the Demand for Advice • Aging Demographics • 65+ is fastest growing segment • Retirement planning – critical for next 2 decades – product, advice, education • Succession, estate planning • Growth in HNW segment • $500K+ fastest growing segment (majority don’t have plans!) • Larger accounts = demand for HNW pricing options • Technology / access to information • Growing DIY segment? Threat or opportunity?

  4. Factors affecting the Supply of Advice • Aging Demographic of advisors • Sourcing replacements for aging advisors? • Succession planning; financing the next generation • Industry consolidation • Fewer independents, more integrated providers • Opportunities for niche providers to differentiate? • Regulatory trends • Transparency of fees = articulate VoA, new models? • Converging registrations / increased use of referrals?

  5. Where do you see the greatest areas of opportunity for your firm?

  6. Thank You !

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