We build websites for independent Canadian financial advisors and wealth professionals. Designed to convert prospects into discovery calls — without tripping over compliance, and without sounding like a stock-photo brochure.
Ready in 24-48 hours · No credit card
What we see
We've looked at hundreds of sites in this space. The same handful of issues come up again and again. Here's what costs you customers — and how we fix it.
Disclaimers in the wrong place. Performance claims that need qualifying language. Outdated risk wording. We structure pages with compliance review in mind from the start — so your first review is your last.
The biggest conversion lever for advisors is trust, and trust comes from a story that sounds human and competent at the same time. We rewrite the parts of your site that prospects actually read — your bio, your story, your why.
Direct calendar integration, automatic confirmations, optional intake questionnaires that pre-qualify leads. Prospects book themselves, you walk into the call already knowing what they want.
Vanity metrics like page views don't pay the bills. We set up tracking for the things that matter: discovery-call requests, content downloads, return visits, and where in your funnel prospects fall off.
What we build
Direct calendar integration with optional pre-call intake. Calendly, Cal.com, or Microsoft Bookings — your stack, your workflow.
Bio pages, team pages, and "about" content rewritten to read as competent and human — not corporate boilerplate. The first thing high-net-worth prospects look at, done right.
We know what compliance review looks like. Disclaimers placed correctly, regulatory language handled with care, and structure designed so updates don't trigger a full re-review.
Optional blog or resource library that actually gets read — long-form articles, downloadable guides, and content tied to your real expertise.
Wealthsimple Advisor, Equisoft, Maximizer, Salesforce Financial Cloud, or your custom stack — leads flow directly into your existing system.
Encrypted forms, no embedded analytics that leak data, and storage practices that won't get flagged in your next privacy review.
Real financial advisor, real results
Financial Services
A 30-year financial practice was being undersold by a generic template site — visitors bounced before ever booking a call. We rebuilt the brand presence around their actual expertise, structured the funnel to emphasize trust, and set up a compliance-friendly content system. Lead form conversion now sits above 12% — meaningfully above industry benchmark.
12%+
Form conversion
3:42
Avg. session
−38%
Bounce rate drop
“They completely transformed how our business is perceived online.”
Common questions
We've shipped sites for advisors operating under CIRO (formerly IIROC/MFDA) frameworks and provincial securities regulators. We're not a compliance firm — your CCO has the final say — but we know what reviewers look for and we structure pages to make their job easy. First-pass approvals are the goal.
Yes. Wealthsimple Advisor, Equisoft, Maximizer, Salesforce Financial Services Cloud, and most custom stacks integrate via API or webhook. Lead forms route directly into your CRM with the right tagging and routing rules.
Each advisor gets their own bio page with their own discovery-call booking link, with the team site as the umbrella. Designations and licensing are surfaced where compliance requires. Adding or removing advisors is a 15-minute job, not a redesign.
We don't push a content mill. We help you write fewer, better pieces — the kind of long-form content that demonstrates expertise and gets shared in client-acquisition conversations. If you'd rather have us write it, we can — in your voice, with your sign-off before anything publishes.
Yes. Tone, content density, and the visual register all shift depending on who you're trying to reach. We talk through your client mix during onboarding and design the site around that — not a generic template that tries to be everything.
Three promises, signed. Read them — then hold us to them.
Not proud of your site in 30 days? Full refund on every dollar paid. No questions, no guilt trip.
Your site, domain, content, and code. We never hold your work hostage — cancel and it's still yours.
No forced long-term contracts. No exit fees. No awkward cancellation calls. Pay as you go.
The Site Guy
Built for financial advisors
Stop losing customers to a website that wasn't built for financial advisors. We'll have a free demo of your new site in 24-48 hours.