Driving Intelligent Transformation
In Canadian Financial Services
Signed in as:
filler@godaddy.com
In Canadian Financial Services
We embed ourselves inside Canadian financial advisory businesses to understand their world from the inside out. As the research and transformation engine of 49Maple, we don’t just consult, we roll up our sleeves and work alongside advisors who sell life insurance, living benefits, investments, group benefits, and planning services. Our job is to uncover what’s really going on, decode the complexity, and align people, processes, and technology around solutions that actually stick. No rigid frameworks. No generic answers. Just clear, grounded insight and transformation that respects the realities of this industry and the advisors who lead it.
Practice management isn’t broken, it’s just outdated. Most systems were built for a different era, one where change was slow and support was 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. This isn’t about keeping pace, it’s about building something that lasts.
Trendy doesn’t cut it. Transformation only works when it’s grounded in your reality. We focus on what actually makes a difference: clear strategies, right-fit systems, and solutions that serve your people and your clients. No noise, no fluff - just clarity, momentum, and meaningful results.
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 roadmap you can actually act on.
Solutions that fit - nothing extra, nothing missing.
Our Alignment Engine connects your roadmap to the right resources. From fundamental team training to compliance gaps and modern tech solutions, we match what’s needed to where it belongs so you gain traction without getting overwhelmed.
Hands-on execution with zero fluff.
We don't stop at strategy. We embed with your team, guide implementation, and build sustainable momentum. Whether it's leading change, fixing systems, or training staff, we’re there. This is what real transformation looks like.
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.
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.
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.