Know the advisor before you call.
Canadian financial advisor profiles from regulatory and public sources, ready to search, save, and export.
From a question to a call list.
Type who you want, then refine with grouped filters.
Integrate your data directly into your workflow.
Every export is a clean CSV with the columns you choose, ready for your CRM's standard import. Bring advisors into the system your team already works in.
Salesforce
CSV import
Microsoft Dynamics 365
CSV import
HubSpot
CSV import
Through each platform's standard CSV import. Product names and logos are trademarks of their respective owners.
How a record gets built.
Sourced
Collected firm by firm from public sources.
- Securities registrations
- Designation bodies
- Firm advisor directories
- Branch locators
- Advisor and team websites
- LinkedIn profiles
Reconciled
One profile per advisor, not one per source.
- Name variants
- Firm and city
- Phone
- Website
- LinkedIn identity
Checked
Completeness and confidence shown, email checked on demand.
- Duplicate checks
- LinkedIn ownership
- Completeness score
- Email deliverability
58 core firms, one directory.
By channel: core firms on the Coverage page- Aligned Capital
- Aviso Wealth
- BMO Financial Planning
- BMO Nesbitt Burns
- BMO Private Investment Counsel
- Canaccord Genuity
- Carte Wealth
- CC&L Private Capital
- CI Assante
- CIBC Imperial Service
- CIBC Private Investment Counsel
- CIBC Wood Gundy
- Designed Wealth Management
- Desjardins
- Desjardins Financial Security Independent Network
- Desjardins Financial Security Investments
- Desjardins Securities
- Edward Jones
- Groupe Cloutier
- Harbourfront Wealth Management
- HUB Capital
- iA Private Wealth
- IG Wealth Management
- Investia
- IPC Investments
- IPC Securities
- Manulife Wealth
- MD Management
- MD Private Counsel
- MD Private Wealth
- MICA
- National Bank Financial Planning
- National Bank Wealth
- Nicola Wealth
- Odlum Brown
- PEAK Investments
- PEAK Securities
- Portfolio Strategies
- Raymond James
- RBC Dominion Securities
- RBC Financial Planning
- RBC PH&N
- Richardson Wealth
- Scotia Financial Planning
- Scotia Jarislowsky Fraser
- ScotiaMcLeod
- SFL
- Sterling Mutuals
- Sun Life Financial
- Sun Life Securities
- TD Canada Trust
- TD Private Banking
- TD Wealth Advisors
- TD Wealth Financial Planning
- Wellington-Altus Private Counsel
- Wellington-Altus Private Wealth
- Worldsource Financial
- Worldsource Wealth
Built in Toronto, for Canada.
- Purpose-built for Canadian wealth, not generic B2B data
- Data encrypted in transit
- Role-based access controls
- Handled under PIPEDA and applicable provincial privacy law
See your territory in Advisor411.
Send your firm list and see what we hold, gaps included.