Ethical Stewardship Starts with the Whole Team.
"Trust isn't promised. It's practiced."
Built by Etc. Projects.
Explore the Training
© 2026 49 Maple Inc. O/A Etc. Projects. All Rights Reserved. ethicalstewardship.ca
What Is Ethical Stewardship?
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.
Being Trusted
A status anyone can claim.
Being Trustworthy
Demonstrating you have the ability and integrity to actually deliver on your commitments.
Ethical stewardship makes trustworthiness a team standard.
The Ethical Stewardship Series
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.

Applied ethics, not abstract theory. Every concept connects directly to the specific work advisory teams do every day.
01
Your Professional Obligations
02
Ethics and Communication
03
Ethics and Referrals Foundations
04
Ethics and Succession Planning
05
COMING JUNE 2026
Course Details
Each course below is designed to be a distinct and scannable block, detailing the core concepts covered in the Ethical Stewardship Series.
Course 1 — Your Professional Obligations
Where obligations come from. Ethics vs. compliance. Proficiency. Knowing your products. Knowing your clients. Documentation. Trustworthiness. Client commitments.
Course 2 — Ethics and Communication
Communication strategy: audience, objective, message, delivery. Value proposition. Differentiation. Trustworthiness through communication. Informed decision-making.
Course 3 — Ethics and Referrals Foundations
The obligation to refer. Assessing the trustworthiness of referral partners. Outside business activities. Compensation. Disclosures. Privacy.
Course 4 — Ethics and Succession Planning
The ethical case for succession planning. Trustworthiness in transitions. Confidentiality. Compensation compliance. Succession as business development.
Two Ways to Learn
The Ethical Stewardship Series is available in two formats — depending on what you need.
Path 1 — CE Accredited Courses
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.
Path 2 — Team Training via the Practice Performance Lab
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.
The Practice Performance Lab
Etc. Projects' on-demand training platform for Canadian advisory teams. Needs-based, in-context training developed over years of working with real Canadian practices.
From Expert to Team
Makes expert knowledge accessible to every role in the practice — through short, focused lessons built for the work people actually do.
From Event to Ongoing
Extends the value of speaking events and webinars into structured on-demand training the whole team can access — long after the event ends.
From Individual to Practice
Takes CE course content and builds team-wide application — with role-specific alignment tables and downloadable tools that connect learning to daily work.
Meet Rod Burylo
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.
Bring Rod to Your Team
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."
Get Started
Whether you're here for CE credits, team training, or a speaking engagement — there's a clear next step for you.
Pathway 1 — For Advisors and Licensed Professionals
You need CE credits. The Ethical Stewardship Series offers four accredited courses, each worth 1.0 CE credit. Start at your own pace.
Pathway 2 — For Teams and Practices
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.
Pathway 3 — For Event Organizers and Dealerships
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."