Who We Are

ARG is one of the first truly independent information services for the independent advisor in Canada who understands the value of good, unbiased and reliable information.

Backed by industry experts, such as Grant Hicks, who know what it takes to succeed in this industry, we promise through our plethora of resources, research, and custom support that we will increase, strengthen and expand your book of business faster and more efficiently.

What We Do

We provide financial planners with research digests and a library of practical tools and templates.

We are your one-stop shop for all of your information needs: whether you are looking to improve the management of your people and office, attract better clients, retain and increase wallet share of existing ones, or keep up to date with legislation changes.

Why We Do It

Thought-provoking articles and best practice templates help our members create a strategic roadmap to build their practice.

We pride ourselves on our ability to deliver the tools and information to help you succeed with your goals.

Click here to see why we are the better way!

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Our Members

Whether you are an established financial planner ready to strategically grow your practice, or you are a newly licensed professional who wants to learn the fundamentals of building a successful practice, Advisor Research Group is for you. All of our content is derived from proven concepts and best practice from a wide variety of industry-leading private and public sectors.

How We Do It

Each month, you will receive two issues filled with best-practices and innovative solutions that will help you improve and grow your financial planning business.

In as little as 20 minutes, you’ll learn incredibly useful tips and techniques about:

  • Best practices in social media to gain new clients, and any other way you should be marketing yourself.
  • New legislation you and your clients should be on top of.
  • Continuing education best solutions
  • The new rules of referrals
  • Practice management

Best of all, the issues are free of ads, redundant information, and fluff. So, what do they contain? Each issue is filled with 100% pure third-party, insider-only reporting that will help you grow your business.

Articles: Our weekly Digests include articles providing the information regarding legislation financial planning trends that you need to know.

Resources & Tools: Benefit from exclusive tools and resources to build your practice.

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