Implementation of Canada Digital Adoption Program technology/process recommendations

We are an independent financial advisory family-owned firm based in Edmonton. We have two financial advisors, a CFP, certified financial planner, and a CHS, certified health insurance specialist. We also have three support admin staff; two at our West Edmonton office and one remote. Are focus is providing advice to certain health professionals with income protection plans, life insurance and tax efficient savings strategies. We are licensed in BC, AB SK and ON. We recently completed a CDAP and have attached it for reference, as it includes many of our challenges and opportunities that we plan to focus on.

Faculty Supervisor:

Kennedy Farnell

Student:

Partner:

DEAN Financial Ltd.

Discipline:

Business

Sector:

Finance and Insurance

University:

Northern Alberta Institute of Technology

Program: