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Get a recommendationClient acquisition for Canadian financial advisors
More clients on your calendar. Not more work on your plate.
Finnect is the done-for-you growth engine for Canadian financial advisors. We attract the right households, qualify them, and book them straight into your calendar. You show up, close, and grow your book.
Built by people from inside financial services. Every deliverable is drafted for your firm’s compliance review, and we charge a fixed monthly fee, never a share of your AUM.
We work with advisors at these firms
RBC
TD
BMO
Scotiabank
CIBC
National Bank
Desjardins
Manulife
Sun Life
iA Financial Group
IG Wealth Management
Raymond James
Edward Jones
All trademarks are the property of their respective owners. Finnect is an independent agency and is not affiliated with or endorsed by these firms.
The problem
You didn’t become an advisor to spend your evenings prospecting.
Yet for most advisors that’s where growth comes from: referrals that arrive when they arrive, seminars that take a month to fill, and lead lists that go cold in a spreadsheet. Every hour spent chasing is an hour not spent advising, or living.
The advisors who grow fastest have a system that brings qualified households to them, runs in the background, and never puts their licence at risk. Almost none have the time to build it themselves.
Finnect is that system, done for you: attract, qualify and book, inside your firm’s compliance guidelines. See why advisors choose Finnect →
The growth engine
The growth engine for financial advisors: six parts, built to end in a booked meeting.
Paid ads and appointment booking do the heavy lifting. Funnels, video, webinars and social make every dollar of it work harder. Start with the engine, add fuel as you grow.
Paid ads & lead generation
Meta campaigns that attract your ideal households and qualify them before they ever reach you.
Appointment booking
Our reps call every lead within minutes and book qualified prospects into your calendar. You just show up and close.
Marketing funnels
A site and landing pages built to turn a first click into a booked meeting, with follow-up that catches the not-ready-yet.
Video production
Prospects arrive at the first meeting feeling like they already know you. Three hours of filming a quarter.
Webinars & podcasts
A recurring stage in your niche that turns listeners into first meetings, produced end to end.
Social media growth
A steady presence in the feeds your prospects scroll, published for you, inside your firm’s guidelines.
- Financial advisors only
- Fixed monthly fee, never a share of AUM
- Compliance review built into every deliverable
- English & French under one roof
How it works
From first call to booked meetings, in four steps.
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01
Growth audit
We review how prospects find you today and show you exactly where new clients are leaking out.
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02
Target & plan
Who you want more of, what makes you their obvious choice, and the fastest channels to reach them, as a concrete roadmap.
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03
We build, you approve
We write, design, film and launch. You review, your compliance team signs off, we handle every revision.
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04
Meetings land
Leads are qualified and booked into your calendar. We report on meetings, not impressions, and double down on what works.
How many new clients will this bring me?
Honestly: it depends on your niche, region, offer and firm guidelines, and no agency can promise a number. What we do promise is a system measured on booked meetings, plain-language monthly reporting, and a fixed fee so you always know what each meeting cost you.
How much of my time does this take?
About three hours of batched filming per quarter and roughly an hour a month of approvals. Prospecting, follow-up, scheduling and reporting are on us; you show up to the meetings.
Will this pass my compliance review?
That’s the point of working with us. We draft everything with regulatory expectations in mind and build your firm’s review step directly into our workflow. Your compliance team always has final sign-off, our job is to make that sign-off easy.
Get started
Your next client is choosing an advisor this week. Be the one they meet.
Book a free 30-minute growth audit. We’ll show you where prospects drop off today and give you a clear recommendation, even if it’s not us.
30 minutes · No obligation · EN / FR