Why Finnect

Marketing agencies sell impressions. We’re measured on meetings.

Finnect is a Montréal-based client acquisition agency that works exclusively with Canadian financial advisors. Generic agencies write copy your compliance team rejects and report on likes. We came from inside the industry, and we build for the only outcome that grows a practice: qualified households on your calendar.

The difference

Four things you won’t get anywhere else.

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  • Measured on meetings, paid a fixed fee

    Our reports count qualified meetings booked and what each one cost, not impressions. And we charge a fixed monthly fee, never a share of your assets or a fee per client, so the arrangement stays clean under your firm’s referral rules and our only incentive is your calendar.

  • Compliance-fluent by default

    Every script, page, campaign and call is drafted with regulatory review in mind. We know the difference between what an advisor can say and what gets a file opened, so approval cycles shrink instead of stalling your growth. We only work with advisors, so we start at lesson ten, not lesson one.

  • Bilingual, built for Canada

    English and French production under one roof, written natively, not machine-translated. Your brand speaks to the whole Canadian market, including Québec, without doubling your vendors.

  • Done for you, not dumped on you

    You show up for about three hours of filming a quarter, an hour of approvals a month, and the meetings. Ads, follow-up, calling, scheduling, production, publishing and reporting are on us.

Who we work with

Built for every kind of financial advisor.

Independent financial advisors Advisory teams & practices Portfolio managers Insurance & estate specialists Group benefits advisors Firms modernizing their brand
The founders of Finnect
The founders of Finnect

Our story

Why we only do this.

Finnect started inside the industry, watching talented advisors lose prospects to bigger brands with worse advice, simply because those brands showed up first and followed up faster.

The advisors weren’t the problem. Their options were: generalist agencies that didn’t understand compliance and reported on likes, lead vendors selling the same names to five advisors, or prospecting it all themselves on evenings and weekends.

So we built the agency we couldn’t find: one that speaks fluent finance and fluent marketing, in both official languages, and is measured on booked meetings. Today we work from Griffintown, Montréal, with advisors across Canada.

The team

The people behind the work.

Pixel-art portrait of Piranavan Sivakumar

Piranavan Sivakumar

Co-founder

Pixel-art portrait of Yanick Gagui

Yanick Gagui

Co-founder

Pixel-art portrait of Sindy Vuong

Sindy Vuong

Social Media Manager

Pixel-art portrait of Patricia Laferte

Patricia Laferte

Social Media Manager

Pixel-art portrait of Jad Kawas

Jad Kawas

Video Production Manager

Pixel-art portrait of Ashish Goyal

Ashish Goyal

Advertising Manager

Get started

See where new clients are leaking out. Then plug it.

Book a free growth audit. We’ll walk through how prospects find you today and give you a straight answer on the fastest path to more meetings.

30 minutes · No obligation · EN / FR