CBJ March 2026

29 HUB FINANCIAL MARCH 2026 « The Canadian Business Journal 28 This philosophy informs every part of the firm — from infrastructure and case support to technology and succession planning. “Our key priorities include expanding the intermediary platform, enhancing digital workflows, and deepening advisor education and succession support,” adds Damji. “We are committed to broadening product access — particularly in areas like GICs — while continuing to invest in tools and processes that improve efficiency, reduce manual work, and strengthen compliance. A major focus this year will be expanding and educating our field on Private Wealth partnerships. Helping advisors understand when, why, and how to leverage these relationships — whether for high-net-worth planning, tax optimization, or bespoke portfolio construction — gives them more optionality and confidence in serving complex client needs. “My long-term vision is to build the most advisor- centric investment platform in Canada – one that allows advisors to deliver truly holistic advice without sacrificing independence, service quality, or compliance integrity.” — Aly Damji, President, HUB Capital Beyond that, we will continue supporting advisors through regulatory changes while aligning training, business development, and Aly Damji, President, HUB Capital