Driving Intelligent Transformation
PRACTICE PLANNING & PERFORMANCE MANAGEMENT | TECHNOLOGY IMPLEMENTATION & OPTIMIZATION
Fintech Fridays ~ Where the Experts Show You How It’s Done.
Tech Nightmares End Here!
Buckle up. Every Friday, we crack open the real world of financial services tech, what works for advisors and their teams, what doesn’t, and how to actually make this stuff move the needle in practice. No hype. No jargon. Just smart conversations, expert insights, real transformation stories, and the hard truths nobody else wants to say out loud.
If you want to stay sharp, stay relevant, and stay ahead of the curve, follow us on LinkedIn. That’s where the new insights drop, the behind-the-scenes intel lives, and where advisors across Canada show up for a dose of practical, modern thinking.
Come for the insights. Stay for the impact.
Latest Post
The Vision Comes First: The step that makes or breaks every tech implementation.
Every tech rollout should start with a people conversation, not a software demo. You’re not implementing a platform; you’re implementing change. And that means aligning three layers of vision: read more
We're tech implementation and practice optimization experts.
Having an independent team of fintexperts to help assess and address your tech needs, identify what is missing, better use what you already have, train your team and give you the confidence that all users are managing your clients data safely, is life changing and practice transforming.
Re-Engineering for YOUR Reality
We Work From The Inside
Practice management isn’t broken, it’s just outdated. Most systems in financial services were built for a different era, one where change was slow, and support was siloed and surface-level. At Etc. Projects, we specialize in modernizing and transforming financial services practices from the ground up. We start where you are, uncover what’s holding you back, and design systems that move in sync with your people, your clients, and the future you’re building.
People first, then processes, then technology.
Transformation only works when it’s grounded in your reality. Our approach to improving practice performance is to roll up our sleeves and work alongside teams - addressing disorganization, system and training gaps, operational chaos, compliance uncertainty and stunted growth. We focus on what actually makes a difference: clear strategies, right-fit systems, just-in-time training and solutions that serve your people and your clients. No noise, no fluff - just clarity, momentum, and meaningful results.
“We’re tech agnostic, but never neutral. We test, use, and prove every solution.
Our Partners
How we can help
Diagnose with Depth
Diagnose with Depth
Diagnose with Depth
Uncover what’s really going on.
We audit every corner of your business from team dynamics to workflows to tech stacks always through the lens of both risk mitigation and strategic growth. People first. Then process. Then technology. The result? A clear, prioritized practice improvement roadmap you can actually act on.
Align What Matters
Diagnose with Depth
Diagnose with Depth
Solutions that fit - the Goldilocks rule.
Our Alignment Engine connects your roadmap to the right solutions and resources. From fundamental team training to compliance gaps and modern tech solutions, we match problems with battle-tested solutions specifically designed for independent Canadian financial advisory teams.
Deliver What Works
Diagnose with Depth
Deliver What Works
Hands-on execution with zero fluff.
We don't stop at strategy. You can choose a solution that sees our experts working alongside your team, guiding transformation and implementing solutions. Whether it's leading change, fixing systems, or training staff, we’re there for you.
Real Transformation Support Exists!
Let's Start A Conversation
Let’s start with a real conversation without any pitch and without any pressure. All we focus on is what’s working, what’s not, and where to go from here.
Contact Us
Email hello@etcprojects.com
Contact us at hello@etcprojects.com
Copyright © 2025 49Maple Inc. o/a Etcetera Projects - All Rights Reserved.
Powered by highly efficient people.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.