Financial decisions today are being made in an environment that is more complex, interconnected and digitally driven than ever before. As markets grow more volatile, regulations evolve, living costs rise and life expectancy increases, both individuals and institutions are reassessing what effective financial planning really entails. Investors are moving beyond static, set-and-forget plans and seeking strategies that are resilient, data-backed and responsive to change.
Across Canada, financial planners are increasingly turning to advanced analytics, artificial intelligence and integrated advisory platforms to deliver more precise, goal-oriented guidance. From retirement and estate planning to tax optimization and investment diversification, modern financial planning services are strengthening decision-making through real-time insights and evidence-based forecasting.
Risk management and operational discipline are also coming into sharper focus. As financial institutions grow more dependent on external technology providers and partners, third-party governance and due diligence have become essential pillars of long-term stability. Organizations that invest in structured oversight, transparency, and accountability are better positioned to protect value and sustain trust in an interconnected financial ecosystem.
In this edition, we highlight organizations advancing Canadian financial planning through AI-driven analytics, strong data foundations and disciplined risk oversight. We also present insights from expert CXOs, such as Ziv Deutsch, Chief Growth Officer at KOHO, and Sébastien Poirier, Director of Third Party Management at UNI Financial, who offer their opinions on the business practices currently in use.
We hope the insights from industry leaders and the innovative solutions featured here will help guide your financial decisions and advance your organization’s long-term goals.
