Centres of Influence
Section titled “Centres of Influence”The people, publications, and events that reach SDC’s channels. Canadian entries added 2026-09-07 by sdc-mktg-canada-restart; the channel context is in Canada-Restart.
No PII. Publications, organizations, and public figures with public URLs only — never contact details. Acronyms are defined in .
Supporters of $MART DEBT
Section titled “Supporters of $MART DEBT”- Ben Felix — PWL Capital; Rational Reminder podcast and YouTube. Evidence-based, leverage-literate, and reaches both advisors and serious individual investors.
Canada — advisor-facing media
Section titled “Canada — advisor-facing media”| Outlet | Publisher | Reaches | Why it matters to the restart |
|---|---|---|---|
| Investment Executive (EN) / Finance et Investissement (FR) | Newcom Media | Advisors plus decision-makers at banks, asset managers, insurers, and dealer firms | The channel’s paper of record. Its Report Card series — Brokerage, Dealers’, Banks — is the closest thing to public channel data (see Canada-Restart §2). Talbot has published 5–8 articles here (Experience.md) — the single warmest media relationship on this list. |
| Advisor.ca / Advisor’s Edge (EN) / Conseiller (FR) | Newcom Media | Client-facing professionals registered in securities, mutual funds and insurance, plus advice-only | Informing Canadian advisors since 1998; practical practice-management angle. Same publisher as IE, so one relationship reaches four brands. |
| Wealth Professional Canada | KM Business Information Canada | All Canadian advice and planning professionals; free online | Runs the “5-Star” recognition programs — a visibility route that does not require outbound prospecting. |
| Insurance Portal | — | Insurance advisors and MGAs | Covers the MGA consolidation story directly; the natural outlet for the Channel 3 message. |
| Canadian Family Offices | — | Multi-family offices, UHNW advisors | Runs the only recurring Canadian MFO survey. The private-wealth end of Channel 1. |
| Canadian MoneySaver | — | Serious individual investors, some advisors | Talbot has published here (Experience.md). Individual-facing, so a distant-secondary channel per the Strategic Plan. |
Legacy media relationships (Experience.md, pre-2008 — assume stale, verify before use): MoneySense (cover feature), Money Digest, London Free Press, plus dozens of TV and radio appearances as a borrowing-to-invest expert.
Canada — conferences and professional bodies
Section titled “Canada — conferences and professional bodies”| Event / body | Who convenes it | Note |
|---|---|---|
| FP Canada Financial Planning Conference | FP Canada | Held each November during Financial Planning Week. Sessions carry FP Canada CE and are accredited for CIRO ID and CIRO MFD — i.e. it reaches both of the plan’s first two channels at once. |
| CIFPs Annual National Conference | CIFPs | 24th year; 2026 edition at Sheraton Fallsview, Niagara Falls. Three and a half days, education-led. |
| Advocis Symposium / Financial Planning Summits | Advocis (The Financial Advisors Association of Canada) | Regional summits through the year — e.g. Greater Vancouver, 2026-04-09, Fairmont Waterfront. |
| IAFP Symposium | IAFP | 24th annual in 2026; in-person and virtual. Accredited by FP Canada, Advocis, and CIRO. |
| CAILBA National Conference | CAILBA | The MGA channel’s own gathering — the direct route to Channel 3 decision-makers. |
| Private Wealth Canada Forum | Markets Group | Toronto, 2026-11-10. Private-wealth and family-office end of Channel 1. |
CE accreditation is the lever. Several of these events accredit sessions for CIRO and FP Canada CE. The Strategic Plan puts a certification/CE path in Phase 4 — but a speaking slot at an already-accredited event reaches the same audience without SDC having to become an accreditation body. Cheapest test of the restart message in front of a real room.
Podcasts and newsletters
Section titled “Podcasts and newsletters”- Rational Reminder (Ben Felix / PWL Capital) — see Supporters above.
- ⚠️ Not yet researched: the advisor-practice podcast and newsletter layer (Canadian equivalents of the US practice-management shows). Gap, not an absence — fill before any media outreach round.
- CAILBA — Canadian Association of Independent Life Brokerage Agencies; the MGA channel’s trade association.
- CE — Continuing Education credits, which licensed advisors must earn annually.
- CIFPs — Canadian Institute of Financial Planners.
- CIRO — Canadian Investment Regulatory Organization, the amalgamation of the MFDA and IIROC. CIRO ID = investment-dealer stream; CIRO MFD = mutual-fund-dealer stream.
- IAFP — Institute of Advanced Financial Planners.
- IE — Investment Executive.
- MFO — Multi-Family Office.
- MGA — Managing General Agency.
- PII — Personally Identifiable Information. Never in the vault.
- UHNW — Ultra-High-Net-Worth.
Related
Section titled “Related”- Canada-Restart — the channel map these outlets serve, and the message to bring them
- Strategic-Plan — Phase 2a; the standing preference for inbound thought leadership over outbound prospecting
SDC/Strategy/Identity/Internal View/Experience.md— the pre-2008 media record