Building An Investment Counselling Firm in Canada

What does it actually take to build and scale an investment counselling firm in Canada? In this live fireside conversation, senior leaders from Wellington-Altus Private Counsel, Verecan Capital Management, and Renno & Co share practical insights on launching, structuring, and growing a modern investment counselling platform.This is a candid discussion on what works, what does not, and what serious operators need to think about in 2026.In this session, we cover:The investment counselling registration process and navigating the regulatory landscape. Designing a differentiated value proposition in a competitive wealth market. Funding and capitalization strategies, from self-funded to institutional backing.Technology decisions that enable scale and operating leverage.Organic growth versus acquisition, including structuring deals for advisory teams and books of business.Scaling culture, client experience, and infrastructure as assets growWhether you are:An advisor considering registering an investment counselling firm.A portfolio manager exploring independence.An existing IC firm owner looking for scalable growth strategies.An investor backing wealth management platforms.This discussion is designed to give you clarity, structure, and actionable insight.