Financial services marketing that works

From compliance to conversion – we've got you covered

Your time is best spent building relationships, providing exceptional service and running a business. But in today's competitive landscape, effective marketing is crucial for business growth. It's also usually the most daunting task and the first to get bumped from your to-do list.

That's where we come in.

Tailored marketing solutions for financial advisors and enterprises

Our team brings over 170 years of combined experience working with Canada's largest financial institutions, specifically with advisors and distribution networks. We understand your unique challenges: navigating regulatory compliance, staying current with industry trends, and understanding evolving consumer behavior.

Whether you're a solo advisor, multi-advisor firm, or enterprise organization, our comprehensive marketing solutions are designed to help businesses like yours thrive.

Our Marketing Services

Brand development & strategy – A professional identity that sets you apart

  • Visual identity creation and brand development
  • Brand strategy and positioning development
  • Messaging framework and voice development
  • Brand consistency across all touchpoints
  • Competitive differentiation strategies

Digital marketing – Your comprehensive online presence

  • Website development and optimization
  • Search engine optimization (SEO)
  • Local SEO and Google Business Profile management
  • Social media strategy and management
  • Email marketing campaigns and automation

Content creation – Engaging content that builds trust and expertise

  • Educational articles and thought leadership pieces
  • Video content and animation for complex concepts
  • Client newsletters and market updates
  • Content calendars and distribution strategies

Marketing strategy & planning – Strategic approaches to sustainable growth

  • Comprehensive marketing plan development
  • Target audience identification and segmentation
  • Campaign development and execution
  • Performance tracking and optimization

Social media management – A professional presence that builds relationships

  • Platform strategy and content planning
  • Compliance-focused content creation
  • Audience growth and engagement strategies
  • Performance analytics and reporting

Why financial services marketing is different

There’s no shortage of talented marketing agencies – but if they don’t know what a “life insurance” is, you can spend countless hours explaining your process, products, industry and clients. Most of which is on the clock. We get financial services.

Regulatory compliance

We understand the compliance landscape and ensure all marketing efforts stay within required guidelines while still being effective. Every piece of content is created with regulatory requirements in mind.

Trust-based relationships

Financial services require a different approach than typical B2C marketing. We focus on building trust, demonstrating expertise, and nurturing long-term relationships rather than pushy sales tactics.

Complex sales cycles

We create nurturing campaigns that keep you top-of-mind throughout your clients' decision-making process, providing value at every stage.

Specialized audiences

Whether you serve high-net-worth individuals, small business owners, or retirees, we know how to reach and engage your specific audience with relevant, compelling messaging.

Contact

Let us handle the marketing so you can focus on what you do best

Stop leaving growth opportunities on the table because marketing feels overwhelming or time-consuming. Our team becomes your marketing department, handling everything from strategy development to daily execution.

Ready to transform your marketing approach?

Schedule Your Free 30-Minute Consultation