For 25 years, we have been providing custom marketing support for advisors in the investment industry.
Your clients want to hear from you. We can help you to maximize your points of client contact by providing you with traditional or electronic customized communications that are both informative and relevant. Our quarterly newsletter service provides a cost-effective way to let your clients know that you care about your relationship with them. It can also act as an excellent client prospecting tool. We also provide more custom solutions to meet all of your marketing needs.
The difference is in our content. We believe our core strength is in the way our material connects with your clients. We are not a commercialized agency. We have a deep knowledge of the investing world, but we also understand the profile of your book and can relate to your clients.
The financial markets are continuously evolving so we focus on the issues that affect investors today. Material spans tax planning, estate planning, retirement planning and investment topics. We target individual investors and small business owners, with interesting and relevant material that appeals to both investors who have limited investing knowledge or those who have a more sophisticated understanding. Our content avoids direct sales pitches but instead provides information that generates useful discussions. Best of all, it gives your clients the assurance that things are being looked after for them.
We build deep relationships with our clients. We are as easy as a “turnkey” partner to you, or we can provide more customized options for your marketing initiatives. We have built long-standing relationships with financial advisors, investment dealers and compliance teams across leading wealth management firms in Canada.