What Our Advisors' Numbers
Won't Let You Ignore
Six case studies. Real metrics. Anonymized where requested, transparent where permitted. Every outcome below is drawn from advisors currently active on the Eastview Ia platform — from solo practices managing $22M to ensemble teams overseeing $289M in assets under administration.
Built on Data, Not Testimonials Alone
Since our founding in 2019, Eastview Ia Inc. has onboarded advisors across every Canadian province — from newly licensed professionals launching their first independent practice to seasoned teams managing high-net-worth portfolios. The case studies on this page represent a cross-section of practice types, regions, and growth stages. Each was compiled using auditable platform data from Eastview Central, supplemented by advisor interviews conducted between Q1 2024 and Q4 2025.
We publish these results not as guarantees — no two practices are identical — but as documented evidence that the services and infrastructure we provide translate into measurable, verifiable improvements for the advisors who use them.
Clearwater Financial Group: $51,200 in First-Year Operational Savings
Practice Profile
Six-advisor (now eight) ensemble practice managing $289M AUA, with a concentrated focus on business-owner clients and corporate retirement plans. Clearwater had been operating on a legacy dealer platform for over seven years, and the lack of modern integrations was creating compounding operational drag across every function — from trade execution to quarterly reporting.
The Challenge
No API connectivity existed between their previous dealer platform and Croesus portfolio management software — which meant every trade reconciliation required manual entry, consuming an estimated $43,000/year in operational inefficiency across the team. Reconciliation errors averaged 23 per month, each requiring 15–45 minutes of manual correction. The team's compliance officer was spending roughly 12 hours per week on data-integrity issues alone, and Clearwater's two newest advisors reported that the manual workload was actively preventing them from growing their client base.
The Solution
James Colquitt's technology team architected a custom API bridge between Eastview Central and Clearwater's Croesus instance in 6 weeks — followed by automated trade reconciliation reporting and real-time portfolio drift alerts. The integration included bi-directional data syncing, automated exception flagging, and a custom compliance dashboard that reduced the internal compliance officer's weekly data-integrity workload from 12 hours to under 3. The entire transition was managed through Eastview's phased onboarding protocol, ensuring zero disruption to client-facing operations during the migration.
Measurable Results
Clearwater has since hired two additional advisors and expanded their corporate retirement plan offering — a growth trajectory they attribute directly to the operational capacity freed by the Eastview integration. Their compliance officer now dedicates recovered hours to proactive client review preparation rather than data correction.
"When James's tech team built us a custom API bridge for Croesus in six weeks, I realized this platform actually delivers what it promises. We've saved over $51,000 in the first year alone, and our error rate dropped to nearly zero."
— Anthony Zhao, CFA, CFP®, Managing Partner, Clearwater Financial Group, Vancouver, BC
Platform Outcomes, Practice by Practice
Each case study below represents a distinct practice model — from solo francophone advisors to dual-registration teams to brand-new launches. The diversity is intentional: it reflects the range of advisors who choose Eastview Ia as their operational backbone.
Ridgepoint Wealth Partners
Three-advisor team went from 11.3 hours/week per advisor on admin to 4.1 hours — and doubled their new household acquisition rate. Before joining Eastview Ia, the Ridgepoint team was logging into four separate systems daily: a CRM, a portfolio reporting tool, a compliance document vault, and their dealer back-office portal. The fragmentation meant duplicated data entry, inconsistent client records, and a persistent sense that operational overhead was actively capping their growth.
- AUA: $78M → $112M in 18 months
- New households: 6/quarter → 14/quarter within 8 months
- Net Promoter Score: 94/100
- 45-day transition, 4 system logins consolidated to 1 via Eastview Central
- Enrolled in the Advisor Growth Blueprint coaching program from Day 1
"My administrative time dropped by almost 64%, and I acquired more new households in my first eight months than in the previous two years combined. The unified platform changed everything."
— Craig Whitmore, CFP®, CIM®, Senior Advisor & Partner, Ridgepoint Wealth Partners, Calgary, AB
Marielle Fontaine, CFP®
Francophone solo advisor specializing in federal retirement planning — went from 2 deficiency letters in 18 months to zero, while growing AUA from $22M to $34.5M. Marielle's previous dealer provided minimal French-language support and no proactive compliance guidance, leaving her to interpret evolving CIRO regulations on her own. The result was two compliance deficiency letters in an 18-month span — a source of considerable professional stress for an advisor whose client relationships are built entirely on trust and precision.
- Client retention: 88% → 97.2%
- Full bilingual onboarding and compliance support (French/English)
- Referred 4 new advisors to the Eastview platform
- 28 consecutive months with zero deficiency findings
- Proactive compliance reviews conducted quarterly by Eastview's dedicated team
"For the first time in my career, I feel like my dealer actually sees me. The bilingual compliance support alone was worth the transition — but the growth I've experienced tells the full story."
— Marielle Fontaine, CFP®, Independent Financial Advisor, Montreal, QC
Northbridge Advisory Inc.
Husband-and-wife team transitioned from MFDA-only to full CIRO registration in 90 days — zero clients lost, fee-based revenue grew from $0 to $187,000 annually. The Northbridge team had been operating under a mutual-fund-only licence for over a decade, but their high-net-worth clients were increasingly requesting equity positions, fee-based managed portfolios, and consolidated household reporting that their existing registration simply couldn't support. They were losing wallet share — and in some cases, entire relationships — to full-service competitors.
- AUA: $46M → $63M (clients consolidated outside accounts onto the Eastview platform)
- Blended revenue per household: +34%
- Phased 90-day transition: documentation → client communications → training & licensing
- Expanded product shelf to include fee-based managed accounts and individual equities
- Eastview's transition support team managed all regulatory filings and CIRO correspondence
"We were terrified of losing clients during the transition. Not one left. Eastview's team handled every regulatory filing, every client letter, and every follow-up call. We kept our focus on relationships — they handled the infrastructure."
— Rachel & Darren Macintyre, CIM®, CFP®, Co-Founders, Northbridge Advisory Inc., Edmonton, AB
Summit Peak Wealth
Four-advisor team serving physicians, dentists, and lawyers — formalized segmentation, service tiers, and a 7-year succession planning advisory roadmap. Summit Peak had grown organically over 15 years without a formal business structure, and their founding advisor was approaching the early stages of succession planning. The practice lacked documented service tiers, had no client segmentation strategy, and couldn't clearly articulate its value proposition to a potential acquirer — making the book difficult to value and nearly impossible to market.
- Revenue per advisor: +28.4% in 12 months
- Client satisfaction: 7.6/10 → 9.1/10 (measured via annual survey)
- 22% of clients generating 71% of revenue (identified through segmentation analysis)
- Succession plan filed with regulators; trust and estate administration guidance integrated
- Three-tier service model implemented: Core, Premier, and Private Client
- Engaged Eastview's practice management coaching through the Advisor Growth Blueprint
"I sleep better now, and my clients are better served. That's not something I say lightly. The segmentation work alone added $1.3 million to my practice valuation — and I finally have a succession plan I trust."
— David Orenstein, CIM®, FCSI®, Founding Advisor, Summit Peak Wealth, Toronto, ON
Atlas Fiduciary Services
First-time independent advisor launched a complete practice in 54 days using Eastview's New Advisor Launch Protocol — 6 days ahead of the 60-day target. Tanya Berezowski had spent four years at a bank-owned brokerage before deciding to go independent. She had a portable book of approximately $8.3M, a strong referral network, and the designations to match — but no infrastructure, no compliance framework, and no experience running a business. Eastview's launch protocol provided a turnkey solution: branded client communications, CRM configuration, compliance templates, and a dedicated transition coordinator who managed every step from NRD registration amendments to custodian account transfers.
- Portable book retained: 91.6% ($7.6M of $8.3M)
- 27 net-new households acquired in Year 1
- AUA growth: 78.3% in first 24 months
- Enrolled in Advisor Growth Blueprint from Day 1
- Cash flow projections and financial statements delivered within the first quarter
- Full Eastview Central onboarding: CRM, portfolio reporting, and compliance tracking unified
"If you're a newly licensed advisor thinking about independence, talk to Eastview first — their New Advisor Launch Protocol gave me a complete practice infrastructure in 54 days. I kept 91.6% of my portable book and added 27 new households in my first year. I couldn't have done this alone."
— Tanya Berezowski, CFP®, Principal Advisor, Atlas Fiduciary Services, Winnipeg, MB
Platform-Wide Outcomes That Define Our Standard
These are not projections or aspirational targets — every number below is derived from auditable platform data, measured and published annually. They represent the collective performance of all advisors operating on the Eastview Ia platform as of Q4 2025. For full methodology, contact our leadership team directly.
Go Deeper Into What Makes These Results Possible
The outcomes on this page don't happen in isolation. They're the product of integrated services, purpose-built technology, and a team that treats every advisor's practice like a business worth investing in.
Our Services
Explore the full platform — from dealer operations and compliance to technology and practice coaching.
View Services →Meet the Team
Learn about the leadership team behind the 87 advisor interviews that launched Eastview Ia in 2019.
About Eastview →Industry Insights
Read data-driven analysis on platform economics, regulatory change, and practice management.
Read Insights →Your Practice Has a Story. Let's Write the Next Chapter.
Every case study above began with a single conversation — no commitments, no obligations, just a discovery dialogue grounded in your data and your objectives. Whether you're a solo advisor considering independence, an ensemble team looking to streamline operations, or a seasoned professional planning succession, that conversation is the starting point.
Important Disclosures
Registration: Eastview Ia Inc. is a CIRO-registered dealer (Dealer Member No. DM-710284) and is registered with the Canadian Securities Administrators through the National Registration Database (NRD No. 48217). Our principal regulator is the Alberta Securities Commission (ASC).
Fee Structure: Eastview Ia Inc. operates on a hybrid compensation model. Advisors on our platform may charge clients through commission-based transactions, fee-based managed accounts, or a combination thereof. All advisor compensation structures are disclosed to clients in writing prior to account opening. Our published platform-wide average advisor payout ratio is 87.3% of gross dealer concession.
Case Study Methodology: All case study data presented on this page is derived from auditable records within the Eastview Central platform and supplemented by advisor interviews. Results are specific to the individual practices described and are not guarantees of outcomes for other advisors. Practice names, advisor names, and identifying details are published with written consent; anonymized versions are available upon request. Metrics reflect performance during the stated time periods and may not be indicative of future results.
General Disclaimer: The information presented on this website is general in nature and does not constitute personalized financial, investment, tax, or legal advice. All content is provided for informational and educational purposes only. Individual financial situations vary — consult a qualified, licensed advisor before making investment decisions. Past performance and case study results are not indicative of future outcomes.
Regulatory Reference: Eastview Ia Inc. is subject to oversight by the Canadian Investment Regulatory Organization (CIRO) and applicable provincial securities commissions. Advisor registrations can be verified through the CSA National Registration Search at aretheyregistered.ca.