Financial services
Financial services marketing for brokers, accountants and advisors
Marketing, CRM and AI for mortgage brokers, accounting firms, financial advisors and insurance brokers across Canada.
Clients choose a financial firm on trust. We build the search visibility, reviews, content and follow-up that make your firm the credible choice, inside the advertising rules your regulator sets.
Get your financial marketing plan
Tell us about your firm and your goals. A strategist replies with next steps within one business day.
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What strong financial services marketing changes
More qualified enquiries
People with a real need, in your area and your specialty, reach you first.
Visible trust
Licence details, reviews and plain-language content answer the credibility question early.
Renewals that stay
Reminders and reviews run on schedule, so clients renew with you.
Revenue by source
You see which channels and referral partners turn into signed clients.
What our financial services marketing includes
Start with the full program or the parts your firm needs.
- Strategy and researchSearch demand, competitors and the rules that apply to your licence.
- SEO and contentGuides and service pages that answer the questions clients ask.
- Local SEOGoogle Business Profile, categories, reviews and local pages.
- Google AdsHigh-intent campaigns measured by booked consultations.
- Website designFast, accessible pages with clear disclosures and booking.
- CRM setupApplications, files, policies and renewals tracked with consent.
- Email and automationRenewal reminders, reviews and referral requests on schedule.
- ReportingEnquiries and clients by channel, not just clicks.
How financial services marketing is priced
Scope depends on your markets, channels and the systems you already use, so every program is quoted in writing after a discovery call.
SEO and local search
From CAD 1,500/month
Firms that want steady enquiries from search
- Keyword and competitor research
- Content and service pages
- Google Business Profile
- Monthly reporting
Paid search and websites
Quoted in writing
Firms launching or rebuilding
- Google Ads setup and management
- Landing pages
- Website design
- Conversion tracking
CRM and automation
Quoted in writing
Firms that lose track of follow-up
- CRM configuration
- Consent and permissions
- Renewal and review automation
- Training
Ad spend and software licences are paid to the platform and shown separately from our fees.
Financial services hub
Marketing for every kind of financial firm
Executive summary: Financial services marketing works when trust is visible before the first call: a clear licence and firm identity, content that answers real questions in plain language, search and ads that respect your regulator’s advertising rules, and a CRM that follows up on every enquiry and renewal. Canada Create™ has built websites, search programs and lead systems for businesses in Canada and the United States since 2008. This hub brings together our marketing, CRM and AI services for mortgage brokers, accountants, financial advisors and insurance brokers.
Financial services marketing by specialty
Each page below covers one type of firm in depth: how its clients search, which channels work, the rules that shape what you can say, and how we measure enquiries.
How financial clients choose a firm
People rarely pick a mortgage broker, accountant or advisor from a single ad. They search a question, read two or three answers, compare firms on Google Maps and reviews, check the licence, and then call the one that looks most credible. Most of that decision happens before you know the person exists. Our work puts your firm in each of those moments: ranking for the questions your clients ask, a Google Business Profile that shows real reviews and the right categories, pages that explain your process and fees model clearly, and a fast way to book a call.
Timing matters too. Mortgage demand follows rate announcements and renewal dates, accounting demand peaks before tax deadlines, and insurance and investment reviews follow life events. We plan content and campaigns around those cycles so you are visible when people are ready to act.
Marketing inside your regulator’s rules
Financial firms answer to regulators that care about how they advertise. Mortgage brokerages in Ontario are licensed by FSRA, which expects brokerage names and licence numbers in advertising. Investment dealers and advisors fall under CIRO and provincial securities commissions, accountants follow their provincial CPA rules of professional conduct, and insurance agents follow provincial insurance regulators. Every Canadian business must also respect the Competition Act on misleading claims, CASL for consent to electronic messages and PIPEDA for personal information.
In practice this means no promised returns or rates you cannot honour, disclosures where they belong, consent captured and stored before any email or text is sent, and sensitive financial information kept out of advertising platforms. We write copy and build campaigns with those rules in mind and confirm anything specific to your licence with you before it goes live.
The channels that bring in qualified clients
SEO and content win the research phase: guides on renewals, first-time buyer programs, small business tax or retirement planning that answer the question and invite a conversation. Local SEO and your Google Business Profile win the comparison phase. Google Ads captures high-intent searches such as a mortgage broker near me or a small business accountant, measured by booked consultations rather than clicks. Email and CRM turn one transaction into a relationship, with renewal reminders, annual reviews and referral requests that run on schedule. SEO starts from CAD 1,500/month; every other service is quoted in writing.
CRM and AI built for financial firms
Financial firms win on follow-up. A CRM configured for your practice tracks every application, file or policy from first enquiry to renewal, shows which referral partners and campaigns produce clients, and reminds your team before a renewal date passes. We configure CS+, our own CRM, or HubSpot, Salesforce and Zoho with consent fields, permissions that keep sensitive notes restricted, and integrations to your website, phone and calendar. AI assistants can draft follow-ups, summarize client files and answer routine questions, always with a person reviewing anything that reaches a client.
Related services
Financial firms usually combine this work with SEO, Google Ads management, website design and CRM services. If you run a law firm or a medical practice, see our industries hub for the programs built for those fields.
Talk to a strategist
Ready when you are!
Get a proposal in one business day.
Tell us your goals, budget and timeline. You get a plan, a price and a named strategist, so your next stage of growth starts now.
How a financial marketing program starts
Four stages, each with a sign-off, so nothing goes live that your compliance standards have not seen.
- Discovery Week 1
We learn your firm, licence, markets, ideal clients and current results.
- Plan and quote Week 1 to 2
A written plan with channels, content, tracking and a fee in writing.
- Build and review Week 2 to 6
Pages, campaigns and CRM built and reviewed with you before launch.
- Launch and improve Ongoing
Monthly reporting on enquiries and clients, with changes agreed in advance.
What clients say on Google
Reviews pulled live from our Google Business Profile.
Free review
Not sure where to start? Send us what you have.
Share your current site, campaign or brief. A strategist reviews it and replies within one business day with a written recommendation, scoped and priced in writing.
Why financial firms choose Canada Create™
Since 2008
More than 18 years building websites, search programs and lead systems for businesses in Canada and the United States.
BBB Accredited, A+
A BBB Accredited Business with an A+ rating and zero complaints.
Industry research first
We study how your clients search and what your rules allow before we build anything.
Marketing and CRM in one team
The people who build your website and ads also connect them to your CRM, so lead source data is complete.
24/7 sales and support
Call +1 (800) 808-9235 any time.
Quoted in writing
Every fee is confirmed in writing before work starts. Get a proposal in one business day.
Financial services marketing questions
Which financial firms do you work with?
Mortgage brokers and agents, accounting and bookkeeping firms, financial advisors and planners, and insurance brokers across Canada and the United States.
Do you follow the advertising rules for financial professionals?
Yes. We plan copy and campaigns around the rules that apply to your licence, such as FSRA for Ontario mortgage brokerages, CIRO for investment dealers and provincial CPA rules for accountants, and we confirm anything specific with you before it goes live.
Can you run Google Ads for a financial firm?
Yes. Google treats financial services as a restricted category in some cases and may require verification. We set up campaigns that meet those requirements and measure them by booked consultations.
How do you handle client privacy?
Consent is captured and stored before any email or text is sent, sensitive notes are restricted to the people who need them, and personal financial information is never sent to advertising platforms.
Do you build CRMs for financial firms?
Yes. We configure CS+, HubSpot, Salesforce or Zoho for applications, files, policies and renewals, with consent fields and integrations to your website, phone and calendar.
How long before marketing produces enquiries?
Google Ads can produce enquiries soon after launch. SEO and content build over months. Your plan sets out which channels come first and what to expect from each.
What does financial services marketing cost?
SEO starts from CAD 1,500/month. Google Ads management, websites and CRM work are quoted in writing after a discovery call, and ad spend is always separate. You receive a proposal within one business day.
Do you work outside Ontario?
Yes. We work with firms across Canada and the United States.
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