Built by Etc. Projects.
© 2026 49 Maple Inc. O/A Etc. Projects. All Rights Reserved. ethicalstewardship.ca
Every team member touches the client experience, through service calls, emails, files, follow-ups, documentation, and communication. Ethical stewardship means actively understanding and caring for the obligations a practice has made to its clients, regulators, and each other.
A status anyone can claim.
Demonstrating you have the ability and integrity to actually deliver on your commitments.
Four accredited CE courses each with it's own team learning path built for Canadian financial service firms. Each course earns 1.0 CE credit ~ recognized by CIRO Ethics, MFDA Ethics, and FP Canada Financial Planning. Taught by Rod Burylo, with over 35 years of industry experience including time as a Chief Compliance Officer.
Each course below is designed to be a distinct and scannable block, detailing the core concepts covered in the Ethical Stewardship Series.
Where obligations come from. Ethics vs. compliance. Proficiency. Knowing your products. Knowing your clients. Documentation. Trustworthiness. Client commitments.
Communication strategy: audience, objective, message, delivery. Value proposition. Differentiation. Trustworthiness through communication. Informed decision-making.
The obligation to refer. Assessing the trustworthiness of referral partners. Outside business activities. Compensation. Disclosures. Privacy.
The ethical case for succession planning. Trustworthiness in transitions. Confidentiality. Compensation compliance. Succession as business development.
The Ethical Stewardship Series is available in two formats — depending on what you need.
For licensed professionals who need continuing education credits. Complete the course, pass the quizzes, earn the credit. Recognized by CIRO Ethics, MFDA Ethics, and FP Canada Financial Planning. 1.0 CE credit per course.
For the whole team — advisors, admin, client service, associates, and paraplanners. On-demand, self-paced, role-specific training. One price covers teams up to 10 people. No one gets left out of the learning.
Etc. Projects' on-demand training platform for Canadian advisory teams. Needs-based, in-context training developed over years of working with real Canadian practices.
Makes expert knowledge accessible to every role in the practice — through short, focused lessons built for the work people actually do.
Extends the value of speaking events and webinars into structured on-demand training the whole team can access — long after the event ends.
Takes CE course content and builds team-wide application — with role-specific alignment tables and downloadable tools that connect learning to daily work.
Rod Burylo is Etc. Projects' featured subject matter expert on applied ethics in Canadian financial services.
His career spans over 35 years in the industry. He started as an advisor, moved through management and executive roles, owned his own dealership, and served as Chief Compliance Officer. He has consulted on compliance and governance, and served as a director on the boards of public and private companies and professional associations.
Rod holds an undergraduate degree in applied ethics and law. He is an educator, writer, media contributor, and author.
What makes his teaching different: he connects broad ethical concepts directly to the specific work advisory teams do every day. Not theory for its own sake — ethics in practice.
Rod is available for speaking engagements, workshops, and team sessions, for event organizers, dealerships, MGAs and industry associations.
When you bring Rod in to speak, the people in the room get the live experience. But the learning doesn't have to stop there.
Through the Practice Performance Lab, the concepts from a live event become available as structured on-demand training, accessible to the whole team. Team members who attended can go deeper. Team members who couldn't attend still get the knowledge.
Etc. Projects bridges people to platform, so the investment in a live event produces ongoing returns for the whole team.
"The live event is the beginning, not the end."
Whether you're here for CE credits, team training, or a speaking engagement — there's a clear next step for you.
You need CE credits. The Ethical Stewardship Series offers four accredited courses, each worth 1.0 CE credit. Start at your own pace.
You want ethics training that reaches the whole team — not just the advisor. The Practice Performance Lab delivers on-demand, role-specific learning for teams up to 10.
You want to bring Rod in to speak — and extend that value to your whole team. Let's talk about what that looks like.
© 2026 49 Maple Inc. o/a Etc. Projects. All Rights Reserved.
"Trust isn't promised. It's practiced."
Ethical Stewardship Starts with the Whole Team.