Changing Face of an Advisory Firm

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We expedited the launch of CANiWorld as the hub of our new business continuity plan. Hours after announcing to our Toronto head office staff they were to work from home, everyone was logged in to their new virtual office, with their new well-dressed avatars, and our first “team huddle” ensued around the receptionist’s desk — virtually.

Moving to a virtual firm is much more than being able to offer a Zoom meeting. Going virtual is part of a comprehensive strategy that requires embracing technologies that will enhance and automate your ability to systematize the predictable so you can personalize the unpredictable.

I invite you to spend a day with me and my team to see how using the right tools can make working from home more efficient, productive, and meaningful than you think.

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