Future of Wealth Management

Monthly podcast and community focused on strategies for wealth management firms to grow, scale and exit. Hosted by Joe Millott, Partner, Fort Capital Partners. Founded in 2014, Fort Capital is one of Canada’s leading independent investment banking advisory firms.

Future of Wealth Management is a business podcast hosted by Fort Capital Financial Services, with 6 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Fort Capital Financial Services hosts Future of Wealth Management, a business show with 6 episodes published.

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  Future of Wealth Management

  Business Owner Exits: Why Financial Advisors Get Fired (And How to Prevent It)

  May 23, 202651 minS0

  <p>When a business owner decides to sell, it’s often the most significant financial moment of their life - and the most vulnerable moment for the incumbent investment advisor.<br>Too often, advisors lose long-standing relationships at this stage because they’re not positioned as part of the transition conversation.<br>The M&A process moves fast, other advisors get involved, and before they know it, the client relationship is gone.<br>Join us for a conversation with Vince Valeri, Family Enterprise Advisor and Grant Wallace, Partner, Investment Banking, for a discussion on how advisors can stay indispensable through a cl...

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  Future of Wealth Management

  Building An Investment Counselling Firm in Canada

  May 23, 202657 minS0

  <p>What does it actually take to build and scale an investment counselling firm in Canada? </p><p><br></p><p>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.</p><p><br></p><p>This is a candid discussion on what works, what does not, and what serious operators need to think about in 2026.</p><p><br></p><p>In this session, we cover:</p><p><br></p><p>The investment counselling registration process and navigating the regulatory...

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  Future of Wealth Management

  Building A $50 Billion Wealth Management Firm | Ben Wilson, PWL Capital

  May 23, 202637 minS0

  <p>This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In this episode, I sit down with Ben Wilson, Head of M&A Architecture at PWL Capital, one of Canada’s most distinctive and fastest-growing independent wealth management firms. Following PWL’s partnership with OneDigital, a US financial services consolidator with more than 200 acquisitions, the firm is entering a new phase focused on acquisition-led growth.We discuss why PWL shifted from purely organic growth to M&A, what the firm looks for in acquisition partners, and how they are...

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  Future of Wealth Management

  Why Advisors Should Buy Cashflow Not Revenue | Tyler Wilson, Care Lending Group

  May 23, 202633 minS0

  <p>This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada.In this episode, I interview a key partner to firms pursuing acquisitions in the sector. We unpack how they support buyers through sourcing, structuring, and closing transactions, and how they help ensure integrations actually deliver value.The discussion focuses on what works in practice, where deals break down, and how the best acquirers manage integration risk, cultural alignment, valuation, and transition risk.About My GuestTyler is a graduate of the University of Guelph, where he earned an Honours...

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  Future of Wealth Management

  250% AUM Growth in 5 Years | Chris Arthur, Bold Wealth

  May 23, 202633 minS0

  <p>This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada. In each interview, I explore how these firms have identified acquisition opportunities, negotiated and structured transactions, closed deals, and most importantly integrated advisors and clients in a way that actually accelerates value and scale. </p><p>The emphasis is on what worked, what failed, and what changed along the way. About My GuestChris Arthur is the Founder and CEO of Bold Wealth. After starting his career as a financial advisor, he identified a gap between what independent planners...

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