Company Updates

2022: A Year in Review

2 min read
December 16, 2022

As we approach the final days of 2022, we wanted to reflect on the year and what it has meant for HeyAdvisor. Canadian financial advisors had a tough time this year with volatile markets and uncertainty amongst clients.

We are glad that we could help you reframe the conversations by providing content pieces that supported your businesses through these tough times. We appreciate all the support from you, our advisor community, as well as all of our partners.

HeyAdvisor is grateful to have amazing mentors and friends in the community, thank you for all your help. A special thank you to our contributing advisors for their support and knowledge in growing our library.

We are proud of where the company is today and look forward to 2023. As a reflection on what we have accomplished we thought we would share the milestones in 2022:

  • We were published on Globe Advisor
  • We helped 4x the amount of advisors as last year
  • We received the 5-Star WealthTech Provider Award from Wealth Professional Canada.
  • We added 32 new content pieces (that’s 50% more than last year!)

Check out this list of all the content we created in 2022. Any topics you want us to cover in 2023? Let us know.

4 Things to Keep In Mind During a Volatile Market
Asset Allocation
Common Misconceptions About Marriage Contracts
Divorce & Taxes FAQs
Duties of an Executor
ESG Investing
Financial Planning During Divorce
Four Common Estate Planning Myths (And Why They’re Not True)
Insurance for Business Owners
Key Questions During the Succession Planning Process
Life Insurance
Offering Group Benefits to Your Employees
Registered vs. Non-Registered Accounts
Reviewing Your Insurance After Divorce
Purchasing a Home With the Bank of Mom and Dad
Student Disability Insurance
Talking to Kids About Money
The Benefits of Participating Whole Life Insurance
The Benefits of Working With an Insurance Advisor
The Cycle of Investor Emotions
The Pros and Cons of Owning an Income Property
The Value of Advice
Types of Living Benefits
Types of Registered Accounts
Ways to Protect Your Kids Financially
Ways to Save for Retirement
What Is a Certified Divorce Financial Analyst (CDFA)?
What Is Critical Illness Insurance?
What Is Disability Insurance?
What Is the Tax-Free First Home Savings Account?
Why Document Organization Is Important for Your Estate Plan
Why You Should Buy Life Insurance When You're Young

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HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Sammy Claydon
COO and Co-Founder of HeyAdvisor
Sammy is a producer, designer, and animator. For over 6 years she has worked in the creative industry. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.

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Based in Toronto, Ontario, Canada