Reports & Toolkits - Toren and Associates

Recruitment Reports & Toolkits

Empowering Your Recruitment Strategy with Powerful Tools

Our stand-alone recruitment tools & reports give you the ability to take full control of their hiring process, eliminating the need for third-party support.

Reports

Compensation Reports

A data-rich annual report on private wealth compensation trends to help firms stay competitive and retain top talent.

Market Monitor Report

A quarterly report with insider insights on advisor moves to help Canadian wealth firms stay ahead.

Toolkits

2025 Advisor Contact Database

A comprehensive, up to date contact database of advisor-portfolio managers across Canada.

DIY Recruitment Toolkits

DIY toolkits that helps wealth firms recruit advisors independently, without third-party recruiters.

Training Manual

Canada’s only training manual built to help wealth managers recruit advisors and portfolio managers.

Assessments

Specialized Assessment Tools

Assessment tools that help wealth managers hire smarter and build stronger teams by aligning talent with strategy for better performance and growth.