Reviews
Explore sample advisor experiences with Finnect.
Finnect is a Montréal-based lead generation and client acquisition agency that works only with financial advisors across Canada. The sample reviews below illustrate our services, from lead generation to video production.
Fictional sample reviews. These names, roles, locations, ratings and quotes are dummy content for illustration. They are not verified client testimonials or evidence of results.
★★★★★
The lead generation campaign and landing page felt like one connected experience. I appreciated having a clear point of contact for every question.
★★★★★
Having the marketing content prepared in both French and English made the planning process much easier. The team took time to understand the tone I wanted.
★★★★★
The appointment booking workflow was easy to follow. I liked being able to review the meeting details before each conversation.
★★★★★
The marketing funnel gave each service a clear place on the website. The monthly scope and fixed fee were explained from the start.
★★★★★
The video production session was well organized, with a clear outline and helpful direction on camera. Reviewing the edited clips was straightforward.
★★★★★
The social media calendar made it easy to see what was coming next. Having content ready for our internal review helped us keep the process organized.
Reviews are being collected and will appear here as advisors approve them for publication.
How we collect reviews
How real client reviews are approved.
We ask every client for feedback at the 90-day mark and again at renewal. A real client review is published here only after the advisor has approved the exact wording, and, where their firm requires it, after their compliance team has cleared it. We never edit a review to make it sound better, and we never trade a discount for a rating.
Are these reviews verified?
The cards labeled “Fictional sample” are dummy examples and are not verified. Real client reviews are published only with written permission and must correspond to a real engagement. Where an advisor’s firm restricts public endorsements, we publish the review with the advisor’s first name and province only.
What do advisors use Finnect for?
Most start with paid Meta ads and lead generation plus appointment booking, then add marketing funnels, video production, webinars, podcasts and social media growth. Everything is done for you, drafted for your firm’s compliance review, and billed as a fixed monthly fee, never a share of assets.
Can I speak to a current client before signing?
Often, yes. Ask on your audit call and, with the client’s consent, we will connect you with an advisor in a similar niche or province.
How do I leave a review?
Current clients receive a review request by email at 90 days. You can also send your feedback to our contact page, and we will confirm the wording with you before it appears here.
Next step
See whether your practice is a fit, in 30 minutes.
A free growth audit, a straight recommendation, and a fixed-fee quote if it makes sense. No pitch deck.
30 minutes · No obligation · EN / FR