In October, some members of our team attended the three-day annual Assante National Wealth Management Conference in downtown Toronto. This conference brings advisors and support staff from across the country together to focus on key items such as wealth planning strategies, Assante corporate insights, technological and AI innovations in the industry, and much more. Our team came away with some great takeaways and insights that they’d love to share.
Laura
One of my key takeaways from the Assante Conference in October was the importance of continuously refining how we communicate and connect with our clients. I attended a session that highlighted how even small improvements in listening and understanding can lead to more personalized and effective advice.
It was a great reminder that while technical expertise is essential, it’s only part of the equation. The real value comes from building relationships where clients feel truly heard, understood, and supported.
Lee
One key takeaway from our recent industry conference was a renewed appreciation for the value of having a collaborative team that works directly with our clients—and, in doing so, truly gets to know them.
I learned that many advisory firms choose to outsource much of the important work such as retirement or financial planning. While this can save time, it often comes at the cost of depth and personalization. At our firm, we believe there’s tremendous value in keeping this work in-house, handled by people who truly know you and your unique situation.
This approach allows us to dive deeper into the details that matter most—capturing the nuances that only come from an ongoing, trusted relationship. It’s this understanding that enables us to deliver advice and strategies that aren’t just efficient, but genuinely aligned with your life and goals.
Because, while outsourcing may save time, it doesn’t always create a superior experience. We believe that thoughtful, in-house collaboration does.
Jess
One of my key takeaways from the conference was how advancements in AI and technology can truly enhance the client experience. Rather than replacing the personal side of what we do, these tools can allow us to simplify tasks behind the scenes—freeing up more time for meaningful conversations, thoughtful planning, and deeper connection with our clients and team members.
Technology is at its best when it supports human relationships, not substitutes for them. By using it thoughtfully, we can focus even more on what matters most: understanding our clients and helping them achieve their goals.