Connect With

Your Clients and

Prospects With

Connect With Your Clients

Clients and Prospects

And Prospects With

Branded

Videos

Infographics

HeyAdvisor’s award winning client content library is trustworthy, easy-to-share and white-labelled with your branding.

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The easiest way to educate your clients.

HeyAdvisor is a white-labelled content library with original content for financial advisors.

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A Marketing Tool for Canadian Financial Professionals

Supercharge your marketing initiatives with immediate access to an extensive digital content library.

HeyAdvisor for
Financial Advisors

250 + Content Pieces to Engage the Next Generation of Clients

Customized with Your Unique Branding

Share to Popular Social Media Platforms With The Click of a Button 

Ready-Made Content to Boost Your Online Presence

HeyAdvisor for Firms and Their Advisory Networks

Scalable Content Production to Complement Marketing Teams 

Simple Compliance Workflow

Effortless Integration with Existing Technology Infrastructure

Engaging, Relevant, and Trustworthy Content that Resonates with Clients

Book a demo
Winner of Wealth Professional Canada's

Top 25 WealthTech
Provider Award

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Customized Content in 3 Easy Steps

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 250 videos and infographics.

Send to your clients.

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

Research-backed reliable content.

Icon content for Canadians

Built for Canadian clients with Canadian terminology

250+ videos and infographics

Our extensive library of videos and infogrpahics hosts a wide variety of visual content that covers important wealth planning topics.

SEE EXAMPLES
Life event - having a baby

Sorted by life-event

Ensure you are being there for your clients during the most important times in their life by easily filtering the library by life event.

LEARN MORE

Share in a variety of ways

Easy social media and email integrations. Our pre-written email templates, social media captions and Mailchimp templates do the work for you.

LEARN MORE

Add your branding to videos and infographics.

Trusted by advisors.

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HeyAdvisor provides great out-of-the-box content that we can use in various channels; social media, blog posts, targeted emails and more. The videos and infographics are fresh and engaging, and there is a wide and ever-expanding library to choose from.
Rick Irwin
Trinity Wealth Partners
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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
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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
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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
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Integrating the videos, into my online presence has truly made a difference. I've seen a significant increase in engagement on platforms like LinkedIn, where the videos consistently outperform other content. The improved analytics & traffic speak for themselves.
Craig Jensen
Next Level Insurance
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HeyAdvisor has helped me save a tremendous amount of time when it comes to content creation! No more creating images on Canva, video editing, and using ChatGPT to write posts. The contents are consumer friendly, and easy to share on social media and email. Thank you!
Jim Pan
Panorama Advisory Group
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We have been so impressed with the quality of Hey Advisor’s Content. The team is very responsive to questions and a joy to work with. Their content library has been a definite asset to our marketing efforts.
Shelby Cockhill
Wealth Stewards Inc.

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HeyAdvisor provides great out-of-the-box content that we can use in various channels; social media, blog posts, targeted emails and more. The videos and infographics are fresh and engaging, and there is a wide and ever-expanding library to choose from.
Rick Irwin
Trinity Wealth Partners
    
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
    
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
HeyAdvisor provides great out-of-the-box content that we can use in various channels; social media, blog posts, targeted emails and more. The videos and infographics are fresh and engaging, and there is a wide and ever-expanding library to choose from.
Rick Irwin
Trinity Wealth Partners
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
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

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 150+ 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.

Why our content stands out.

Visual Library

Engaging visuals to simplify complex topics.

Trusted

Content created and reviewed by financial professionals for accuracy and reliability.

Compliant Content

Pre-approved content through relationships with leading organizations in Canada.

Made for Canadians

Tailored to Canadian regulations and terminology.

Regular Releases

New pieces added monthly ensuring advisors have a steady stream of engaging content.

Seamless Integration

Easily add our content to your existing tools.

FREE GUIDE

Year-Round Financial Literacy Content Guide

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Ready to see more?

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

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Digital Content for Financial Advisors

Helping Canadian financial advisors add value to their client relationships.

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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
Video for clients demo
Videos
Infographics for clients demo
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.

Mailchimp integration logo

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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Twitter
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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.
A blue checkmark.
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

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Based in Toronto, Ontario, Canada
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