Engage. Learn. Grow.

CGI’s inaugural Voice of the Advisor survey is set to solicit feedback from the front lines of the Canadian Wealth Advisor community to help derive deep insights into the successful behaviours, actions and tools being optimized to increase practice efficiency, enable positive transformation impacts and drive digital technology adoption.

Survey participants will receive a consolidated report on our Voice of the Advisor survey findings including detailed insights on:

  • Digital tools to enable advisors to work faster
  • Best practices on real-time client engagement
  • Behaviours to develop long-term client relationships

Contribute your voice to understand how to optimize technology for growth and efficiency gains in your advisory business.