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How does it work?

Add your branding.

In under 5 minutes, upload your photo, logo, brand colours and contact information. We will then white-label all the content with your information.

Choose from our library.

Browse our extensive library of over 75 videos and infographics.

Send to your clients.

Use our integrations or input the content into the software you use to easily share with clients.

This Year's Winner of Wealth Professional Canada's

5-Star WealthTech Provider Award

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Research-backed reliable content.

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Built for Canadian clients with Canadian terminology

Add your branding to videos and infographics.

Trusted by advisors

HeyAdvisor has saved me many hours of trying to create the materials myself. The response from clients has been incredible. They like the focused, succinct formats with simple explanations.

Terry Marek
CI Assante Wealth Management

A great content platform that is updated frequently which is great to have access to on an ongoing basis. The website is well laid out/categorized making it easy to look up specific content if needed. Highly recommend!

Carolyn Wheaton
Steadfast Wealth Team

HeyAdvisor provides modern, educational & relevant content. I am finding success using it on LinkedIn and highly recommend it to advisors who work with millennials

Brandon Chapman
Saas Wealth Insurance

Why use HeyAdvisor?

Save Money

In the modern advisory practice, digital content is essential but expensive. For example, the average 2-min animated video can cost over $3,000. Starting at $99/month, you will gain access to over 75+ pieces of content. 

Save Time

Creating or vetting content takes time and using factual and accurate pieces is important. Our content is reliable, made for Canadians and created by financial professionals.

Stay Relevant

These days it’s hard to keep up and clients are demanding a digital experience. High-quality content is a great way to connect with your clients digitally.

Is your business millennial ready?

Ready to see more?

Start your trial today to see all available content. No credit card required.

Digital Content for Financial Advisors

Helping Canadian financial advisors add value to their client relationships.

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7-day free trial
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Add Value by Educating Your Clients

Focus your communications and conversations on more than just investing. Clients look to their financial advisors for advice and education on all aspects of wealth planning. Leverage your time and use visually impactful content to impress your clients. 
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Original content
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Relevant topics
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Easy to send

Deliver Holistic Wealth Management by Sending Content Created Around Life Events

Life event - aging parents
Life event - buying a house
Life-event getting married
Life event - having a baby
Life event - new investment

Aging Parents

Buying a House

Divorce

Getting Married

Having a Baby

Owning a Business

Managing Your Business

New Investment

Planning for Retirement

Raising a Family

Deliver Holistic Wealth Management by Sending Content Created Around Life Events

Life event - aging parents

Aging Parents

Life event - buying a house

Buying a House

Divorce

Life event - having a baby

Having a Baby

Life-event getting married

Getting Married

Owning a Business

Life event - new investment

New Investment

Planning for Retirement

Original & Reliable

Videos & Infographics

Long articles filled with financial jargon doesn’t help your clients understand key concepts and take action. Make an impact with your clients with visually impressive videos and infographics. Our library is filled with reliable original content created by financial professionals.

See Examples
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Videos
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Infographics
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Created for Canadian Clients

New Content Added Monthly

Videos
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Infographics
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Covering the Most Important Topics to Your Clients

Business Planning

Family topic

Family

Home ownership topic

Home Ownership

Tax planning topic

Insurance

Investing topic

Investing

Budgeting topic

Personal Finance

Insurance topic

Tax Planning

Will planning topic

Will Planning

White-labeled with your branding

All the credit, without the effort. As a member, your logo is on all the content.

White labelled content for financial advisors example

Pre-written emails

Even better, with the click of a button, the subject and body of the email will autofill in your email provider.

Mailchimp integration

Do you use Mailchimp for client communications? Easily send all our content by using our Mailchimp email templates.

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Social media integration

Don't spend hours looking for reliable and relevant content for social media. We have even written the captions and created hashtags for you. Our integration allows you to post directly from our library with the click of a button.

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Facebook
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LinkedIn

Website content

Add content to your resources page on your website.

*Plus membership required

White labelled content for financial advisors example

White-labeled with your branding

All the credit, without the effort. As a member, you can add your logo to our content.

Pre-composed emails

All our content comes with pre-written email templates to save you time.  Even better, they can be opened in your email provider with the click of a button.
Mailchimp integration logo

Mailchimp integration

Systematizing your business is key. That's why we have created Mailchimp templates for all of our content.

Social media integration

Don't spend hours looking for reliable and relevant content for social media. We have even written the captions and chosen the hashtags for you. Our integration allows you to post directly from our library with the click of a button.
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Facebook
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Twitter
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LinkedIn

Website Content

Add branded content to your resources page on your website.

See Why Modern Financial Advisors

Are Using

HeyAdvisor