On Episode 21 of Beyond the Bank, Jean Blacklock talks with Sandra Corelli, CEO of Humanicity Consulting Group, on the human side of leadership in wealth management. From authentic communication to fostering psychological safety and preventing burnout, Sandra shares invaluable insights on leading with empathy. Perfect for advisors looking to support clients through financial and personal challenges. 🌟💬 #BeyondTheBank #Leadership #WealthManagement #EmpathyInBusiness #FinancialAdvisors #ClientSupport @sandracorelli https://lnkd.in/gA5dNYsw
Delisle Advisory Group
Financial Services
An investment counselling firm serving high-net worth and ultra-high-net worth clients in Canada.
About us
We understand that wealth is not merely a number; it’s the culmination of meaningful connections and relationships. Our approach to wealth management goes beyond financial figures. We know each client is a unique individual with distinct needs and aspirations. By developing meaningful relationships with the individuals and families we serve, we’re able to tailor our services to help them achieve their goals.
- Website
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https://delisleadvisory.com/
External link for Delisle Advisory Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto
- Type
- Partnership
Locations
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Primary
Get directions
Toronto, CA
Employees at Delisle Advisory Group
Updates
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Advisors are embracing boutique wealth management for a simple reason: they can truly prioritize their clients. Free from corporate constraints, they build strategies based on the unique needs of each family, ensuring decision-making is grounded in what matters most to those they serve. #ClientFirst #WealthManagement #BoutiqueAdvisory #FamilyFocused #PersonalizedFinance
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In a boutique wealth management group, you gain the freedom to choose clients who align with your expertise and values. Away from the constraints of large institutions, you can shape a personalized, entrepreneurial career working with clients you truly resonate with and providing tailored solutions. Discover the power of independence and authentic client relationships. #WealthManagement #IndependentAdvisors #EntrepreneurialSpirit #BoutiqueFinance #ClientFocused
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At Delisle, we see that wealth is just one part of the conversation. Our clients prioritize family, values, and personal concerns above all. Many Canadians are realizing that big banks often miss this vital human connection, and they’re seeking alternatives. Discover a new approach to wealth management that places family at the forefront. #FamilyFirst #WealthManagement #DelisleAdvisory #IndependentAdvice #ClientCentric #BeyondTheBank
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Wealth management is full of untapped entrepreneurial talent. Advisors who build from the ground up, driven by client-first values, are shaping the future of the industry. #Entrepreneurship #WealthManagement #ClientFirst #ValueCreation #BusinessGrowth #IndependentAdvisors #FinancialServices #SmallBusinessSuccess #Innovation #AdvisorOwnedFirms
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Best wishes to the Aretec Wealth Inc. team as they launch an independent investment counselling firm. We expect to see many more independent firms in the future bringing more choice to Canadian families.
#PressRelease! Aretec Wealth Inc. Launches as Independent Wealth Management Firm in Canada. 👉 👉Click here: https://lnkd.in/dwU38_G8 #RealizeYourWealth
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In Episode 20 of Beyond the Bank, Andrew Auerbach sits down with wealth management veteran Terry Jenkins.Terry shares invaluable insights on leadership, market trends, and the future of wealth management. A must-listen for aspiring and experienced advisors alike! #WealthManagement #Leadership #FinancialAdvisors #Podcast #FinanceIndustry #FutureOfFinance #USvsCanada #DiversityInWealth #BeyondTheBank https://spoti.fi/3YuC7Fc
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In Episode 19 of Beyond the Bank, Andrew Auerbach and Jason Streicher dive into the complexities of compliance and registration in wealth management. Learn how firms can navigate the evolving regulatory landscape and succeed in today's market. #WealthManagement #Compliance #IndependentAdvisors #Regulations #ChiefComplianceOfficer #BeyondTheBank #FinancialAdvice #WealthPlanning #LegalInsights