Driving Intelligent Transformation
In Canadian Financial Services
In Canadian Financial Services
Practice management isn’t broken, it’s just outdated.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 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 practice improvement roadmap you can actually act on.
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.
Hands-on execution with zero fluff.
We don't stop at strategy. You can choose a solution that sees our experts working along side your team, guiding transformation and implementing solutions. Whether it's leading change, fixing systems, or training staff, we’re there for you.
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
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