Point.Shift
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04/28/2026
Big news, and I'm still taking it in — I've been named a Top 5 Thought Leader in this year's Authority Awards.
The Authority Awards shine a light on leaders, experts, authors, coaches, and changemakers creating real transformation in the world. Being among this year's top five is something I genuinely didn't see coming — and something I don't take lightly for even a second.
This recognition belongs to the people who made it possible: my clients who trust me with their most important work, the community that shows up and keeps showing up, and the relationships that remind me every day why this matters.
If you want to learn more about what this is all about, I'd love for you to take a look: www.point-shift.ca
Much of what financial professionals carry never shows up in training manuals or compliance checklists. Conflicting client expectations. The quiet influence of one’s own money history on advice. The constant balancing act between protecting the client and protecting oneself.
This piece looks beneath the surface of advisory work to the very human core that shapes professional judgment. It explores what happens when advisors are holding intense client emotions while navigating evolving regulatory expectations, including the real-world implications of Staff Notice 31-368 and the Client Focused Reforms around KYC, KYP, and suitability.
The result is a grounded look at how these pressures actually land in day-to-day decision-making. Not in theory, but in practice.
An important perspective for anyone working in or alongside the advisory profession.
Full video here: https://bit.ly/3Y5AUmU
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Concorde Place
Toronto, ON
M3C3T9
