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
Millennial client
Deliver Holistic Wealth Management
by Sending Content Created Around
Life Events
Life event - having a baby
Having a Baby
Life event - buying a house
Buying a House
Life-event getting married
Getting Married
Life event - aging parents
Aging Parents
Life event - new investment
New Investment
Original
Videos and Infographics
Reliable original content created by financial professionals.
White labelled with your company's branding.
Videos
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Infographics
Learn More
Video for clients demo
White labelled content for financial advisors example
Infographics for clients demo
Video for clients demo
Infographics for clients demo
White labelled with your company's branding.
White labelled content for financial advisors example
New Content Added Monthly
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All of our content is relevant for Canadian clients
Covering the Most Important
Topics
to Your Clients
Will planning topic
Will Planning
Insurance topic
Insurance
Investing topic
Investing
Family topic
Family
Budgeting topic
Budgeting & Saving
Home ownership topic
Home Ownership
Insurance topic
Tax Planning
Easy to Send with
Pre-Written Email Templates and Mailchimp Integration
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Integrate with Mailchimp and Use Our Ready-Made Templates
Pre-written email template
Send
Send Content By Email With the Click of A Button
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Millennial Ready?
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