Mark Toren

Industry

Mark Toren is president & CEO of Toren & Associates. He’s at mark@torenassociates.com.

Your Business

On the money

Advisors know their worth, and can afford to be selective when reviewing firms’ compensation models

By Mark Toren |April 20, 2026

4 min read

Opinion

Opinion: Private wealth firms are struggling

Sales, marketing, capital deployment and more — 7 mistakes they keep making

By Mark Toren |March 25, 2026

3 min read

Opinion

2025 — another banner year for private wealth

Private wealth firms continued their winning ways this year, bettering retail and institutional managers

By Mark Toren |December 31, 2025

4 min read

Opinion

The other Magnificent 7

Here’s why we’re seeing an M&A boom in Canada’s asset management industry

By Mark Toren |November 7, 2025

3 min read

Industry

The difference between investment acumen and business intelligence

Firms that fail to elevate the sales function will never rise to the top

By Mark Toren |September 5, 2025

3 min read

Industry

The Burgundy boogie

Two months after BMO Wealth’s purchase of Burgundy Asset Management, client retention is the name of the game

By Mark Toren |August 19, 2025

3 min read

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