Lead Generation for Financial Advisors

We specialize in generating leads for all financial advisor products and services, it’s been our core business for over 12 years.

We Generate Leads in The Following Areas

  • Corporate-own Life Insurance

  • Business Insurance

  • Portfolio Management

  • Investments Planning

  • Retirement Planning

  • Portfolio Management

  • Tax Advice

  • Estate Planning and more…

Lead Scoring

Wealth managers, investment advisors know that the growth of your company depends on lead generation companies for financial services.

Our company will help you generate leads using our unique digital engagement process, in combination with the traditional sales professionals with a combined 60 years of experience.


Our lead generation for financial advisors gives your potential clients opt-in opportunities when they show interest in any of your financial services.

As the best lead generation service for financial advisors In Canada, our mission is to help your company achieve its objectives. Working with us means you will be able to increase sales without spending too much time designing lead generation plans, which is a better alternative to the street surveys, cold calls, and roadshows. Our programs guarantee positive returns for any kind of financial service offering.

Shorten Your Sales Cycle

Read More >

Gain More Market Share

Boost Your Bottom Line


Fill a Need + Provide a Solution = Profit

Inflated salaries with no ROI to show for it-"Gone"

The average salary for a top sales professional is around$70k. Add another 20% for taxes and benefits and you're out

$87k.  Gone are the days of  inflated sales salaries

and bonuses for the sales department while the

return on your investment suffers.

Over Priced Benefit Premiums-"Eliminated"

Companies wages and salaries for their employees accounts for 70% of employee expense. The remaining 30 percent comes from benefits. That means that a little less than one third

of your entire employee expenses are benefits. 

That will be almost completely eliminated.

High cost of Sales Training/Support-"No More"

Sales training is one of your  biggest investment you make to acquire new customers.. Not only are you paying for training and related expenses, but your sales team is also losing countless paid man-hours by chasing unqualified

deals they have no hope of closing. 

Employee Turnover-"Stress-Free"

Studies show most employers spend the equivalent of 6 to 9

 months of an employee’s salary in order to replace them Now doing the math, that means that for a sales person making

$70k will cost  a company anywhere from$35,000 to

$52,000 to hire and train a replacement. 

Cost of New Customer Aquasition-"Contained"

The cost per acquisition matrix is one of the simplest for  a 

business owner to digest.. It also takes a big bite off the

bottom line. In other words, if you're spending $2 on

marketing to acquire  one customer, but the life time

value is $1, then you're not making a profit.

Pay-as-You-Grow "Done"

​Our pay-as-you-grow pricing allows you to pay incrementally as the value of your pipeline increases. Its the difference between having 10 prospects in your pipeline with a

20% chance of closing the deal vs., those same 10 

prospects with a 90% chance of closing the deal.

Stay up to date with "Real Time Reports" 

You gain full access to our White Label platform customer reports. You can keep track of our KPI and Service Levels in near real-time. You see what we see on a weekly basis. Customer feedback tracking allows your operations and product teams

to understand the impact of your revenue engine.