Financial advisors and wealth firms Calgary, Toronto and Vancouver and across Canada
Discovery meetings
with the right clients.
Client acquisition for Canadian financial advisors and wealth firms: campaigns aimed at your minimum, booking that filters before the calendar fills, and nurture built for long decisions.
- Canadian agency, Calgary and Toronto
- Plan back within 24 hours
- No lock-in contracts
Free Lead Audit
Back in 24 hrsNo obligationNo lock-inCanadian team
- 0 minFirst call. Short, specific, no pitch deck.
- 0 hrsA tailored plan back in your inbox.
- 0 linesMarketing, websites, apps, AI and talent under one roof.
- $0CAD per month, where local packages start.
The maths
Work out what this is worth to you.
Put in your own numbers. Nothing here is a promise or a past result — it's your funnel, calculated.
- Typical cost per lead
- $250 CAD
- Leads that become clients
- 25%
- Average client value
- $9,000 CAD
Assumptions are typical ranges for financial advisors and wealth firms in Canada, adjusted by the scenario you pick. Revenue is gross, not profit — your margins decide the real return. They're a projection, not a guarantee or a past result. On a call we'll replace them with your actual numbers.
- Leads / month10
- New clients / month3
- Revenue / month$27,000 CAD
- Revenue per $1 spent10.80x
Based on your inputs and typical ranges for financial advisors and wealth firms in Canada.
Get my free auditWhat goes on your page
Lead magnets, booking and follow-up, built in.
A landing page only earns its spend when there's a reason to act on it. These are the capture points we build for you.
A screened booking flow that protects your calendar.
A download that starts the relationship long before a transfer.
- Request sent by SMS after the job
- Review left on your Google profile
- Reply posted automatically
A low-commitment entry point for people already looking.
One tap from the ad, no form to fill in.
Mobile ad traffic reaches you without typing anything.
A reply within seconds, then a sequence until they book or decline.
No phone tag, with reminders that cut no-shows.
The problem
Where enquiries are lost in this business.
Meetings below your minimum
General advertising brings enquiries from people you can't serve profitably, and each one still costs a meeting.
Long consideration windows
Clients think about moving advisors for months. Without follow-up, they move to whoever stayed in touch.
Compliance slows everything
Every page and post needs review, so marketing quietly stops happening.
What we set up
Built around how your business actually sells.
One Canadian team handles the campaigns, the website, the booking and the follow-up, so nothing sits between vendors.
- 01
Segment-specific campaigns
Campaigns for the segments you serve — business owners, professionals, pre-retirees — rather than one message for everyone.
- 02
Screening before the calendar
A booking flow that asks about situation, timeline and asset range, so discovery meetings start qualified.
- 03
Nurture for slow decisions
Email sequences and market commentary that keep you present through months of consideration.
- 04
Compliance-ready content
Copy written for review, with claims kept factual and a clean approval trail before anything runs.
How it works
What working with FIFTH Digital looks like.
Intro call
A 20-minute conversation about your business, your best clients and where enquiries are being lost.
Share your goals and what you've already tried.
Ask the questions that shape the right scope.
Tailored plan
A written plan with scope, timeline and cost, specific to financial advisors and wealth firms.
Review it and ask anything.
Send it within 24 hours of hearing from you.
Build and launch
Campaigns, pages, booking and follow-up built and launched in agreed stages.
Give feedback at each checkpoint.
Design, build, test and launch the work.
Measure and refine
Monthly reporting on enquiries and bookings, and changes where the numbers say so.
Tell us what's changing in your business.
Adjust the plan based on real results.
Service coverage
Calgary, Alberta
Our home city. An owner-operator market built on referrals, reviews and word of mouth.
We work with Canadian businesses coast to coast. Pick a pin, or ask about your city on a call.
Free audit
Claim your Lead Leak Audit.
We look at how enquiries reach you today and where they drop off, then send the audit and a plan within 24 hours. No pitch deck, no obligation.
- Phone and WhatsApp
- +1 437 365 5860
- Starting from
- $500 CAD / month
Can enquiries be screened against our minimum?
Yes. The booking flow asks about situation, timeline and asset range, so meetings that don't fit never reach your calendar.
How do you handle compliance review?
Everything is written for review and submitted to your compliance process before launch, with a clean record of approvals.
Do you help with referral partners?
Yes. We can run a separate track for accountant and lawyer referral partners alongside the client campaigns.
What does it cost?
Marketing retainers start at $2,500 CAD per month, and custom builds at $5,000 CAD.
Next step
Let's fill your calendar, not your feed.
Book a 20-minute call, or send your details and we'll come back within 24 hours with a plan for financial advisors and wealth firms.