Toren Associates

Compensation Report

This product is the only Private Wealth based Compensation survey of its kind in Canada, produced and updated annually: it remains the most sought after, comprehensive report covering Salary-Bonus structures across 16 of the most coveted, in-demand roles for wealth management firms.

Spanning 100 pages long, rich in data and context, The Report compiles pure data from Canadian private wealth firms between 200M-50B in AUM. It is the only compensation survey of its kind that is undiluted and free from institutional firms-data. It remains pure, accurate and time relevant. A must-have for every wealth management firm seeking critical internal equity and competitive market data for powerful external recruitment.

Among the roles covered are the following:

  • Operations 
  • Client Services
  • Portfolio Administration
  • Investment Management 
  • Portfolio Managers – Sales
  • Portfolio Managers – CRM
  • Portfolio Managers- Hybrid
  • Financial Planners
  • Executive – C Level Roles
 

To order your latest 2024 Private Wealth Compensation Report Copy, please submit an email to: orders@torenassociates.com

The DIY - Internal Recruitment Solution (‘Avanti’)

The only product of its kind, this solution provides Small to Large Enterprise Investment firms with the ability to Self-Recruit for Wealth Management roles.

This is a DIY Solution designed for small firms that cannot afford external recruitment or large firms that already have internal recruiters (but may not be knowledgeable, qualified or have the material resources).

Avanti’ is a complete self – contained packaged solution for Executives, Business Managers & HR Departments that require a complete internal tool kit.

The Essential Tool Kit (Avanti) includes the following:

  • 90 Page Comprehensive Training Manual for Recruiters
  • Extensive up to date CIRO & ICPM Advisor Database
  • One week of intensive classroom training
  • Standard CIRO & ICPM Advisor Questionnaire Templates
  • Twelve (12) Months of Market Monitor
  • Standard Advisor Scripts & Pitches
  • Four (4) Months Ongoing Custom Support

Avanti was designed to provide a powerful recruitment solution (self -tool kit) for Small to Large Asset Managers.

The Training package is designed for firms wishing to build out their Advisor & Portfolio Manager infrastructure. Built by Toren & Associates, it remains the only self – contained recruitment solution for Wealth Managers – Broker Dealer firms in Canada. This innovative tight packed interwoven solution is a Must-Have for any wealth manager competing for scale through Sales-Revenue growth!

Strategic Partner to Canada’s leading Wealth Managers Since 1999