Canada’s investment landscape is changing fast. New regulations are fueling unprecedented competition across advice channels.

In this guide, the Morningstar Research team unpacks three major regulatory forces that will transform how advice is delivered and how advisors must evolve to stay competitive. Regulators are pushing for more transparency, portability, and access—unlocking new opportunities for adaptable, tech-forward advice providers.

With client expectations evolving and competition increasing, advisors must modernize to thrive. Download the guide to stay ahead of the curve.