AI-powered matching connects Canadians with investment advisors, portfolio managers, and financial planners checked against CIRO, FP Canada, or provincial regulator records.
Whether you manage portfolios or need someone to manage yours, CanadaInvesting connects the right people.
Grow your book of business with pre-qualified clients who match your expertise and service model.
Stop guessing. Get matched with a qualified advisor who specializes in exactly what you need.
Canadians face real friction when searching for qualified investment advice. Bank referrals, online noise, and opaque fee structures make it worse.
Our AI does the hard work. You make the final call.
Advisors complete an application, choose a plan, and go live on payment. We cross-check registrations against the public regulator records and remove any listing that fails.
Answer 8 questions about your investment goals, risk tolerance, portfolio size, timeline, and preferences. Takes 3 minutes.
Our algorithm evaluates all factors and presents the best-fit 3-5 advisors for your needs. Connect directly.
Every claimed profile unlocks three powerful AI tools — built to help you stand out, attract clients, and grow faster. Included free with every tier.
Included FREE with every claimed profile — no paid tier required
Generates a professionally written biography from your credentials, designations, and specializations — in seconds, not hours.
See exactly how visible your profile is to potential clients — and get actionable recommendations to improve your ranking and discoverability.
Creates a personalized announcement email you can send to your network — letting clients, colleagues, and referral partners know you are listed.
Our algorithm evaluates six dimensions to surface the best-fit advisors for each client.
Wealth management, retirement, tax-efficient investing, ESG, corporate pensions — matched to your specific need.
Ensures your advisor works with clients at your asset level — from $50K to $50M+.
Checked against CIRO, FP Canada, or provincial regulator records before listing.
Fee-only, commission-based, or hybrid — matched to your compensation preference.
Local advisors when you want face-to-face, or virtual-first advisors for remote access.
Only shows advisors actively accepting new clients with bandwidth to serve you well.
Higher tiers earn higher search visibility. Your investment directly impacts how many clients find you.
We respect every CSA and CIRO rule. Advisors maintain full independence. We're a technology platform, not a dealer.
Every advisor is checked against CIRO, FP Canada, or provincial regulator records before listing.
Flat subscription fee. We never take a cut of your assets under management or client revenue.
All client data encrypted, minimal collection, clear privacy policies, Canadian-hosted infrastructure.
Advisors control their profiles, fee disclosures, and client acceptance. Zero interference.
CFA, CFP, CIM, FCSI, PFP designations cross-checked against the issuing bodies' public registries before listing.
We facilitate connections. We don't provide investment advice, manage assets, or act as a dealer.
Our founding team spent over a decade in corporate finance across Canada, the US, Europe, and the Middle East. We have managed investment portfolios, worked with wealth advisors, and seen the broken referral process firsthand.
Finding a qualified, independent investment advisor in Canada shouldn't require months of networking and guesswork. We built this platform to fix that with AI-powered matching, regulatory verification, and complete transparency.
Contact our team to learn more about how we can help.
Join Canada's most advanced investment advisor marketplace. Whether you're an advisor seeking clients or a client seeking advice.