Our algorithm evaluates six dimensions to connect Canadian investors with advisors who fit their needs. Here is how it works.
The matching engine processes client requirements against all active advisor profiles in under 2 seconds.
Client submits goals, risk tolerance, portfolio size, and preferences
Algorithm evaluates all 6 matching dimensions for every active advisor
Weighted scores computed across all six factors
Results ranked by composite score, filtered by availability and capacity
Client receives 3-5 best-fit advisors with detailed match breakdowns
Each factor is independently scored and weighted to produce a composite match score. Every advisor is checked against CIRO, FP Canada, or provincial regulator records before listing.
Compares the client's investment objectives against each advisor's declared specializations. Wealth management, retirement, tax-efficient investing, ESG, corporate pensions, and more.
Ensures the client's investable assets fall within the advisor's target range. An advisor who manages $5M+ portfolios is not the right fit for a $75K TFSA, and vice versa.
Matches the client's compensation preference with the advisor's fee model. Fee-only, commission-based, flat-fee, or hybrid arrangements aligned from the start.
Profiles are checked against CIRO, FP Canada, or provincial regulator records before listing. Advisors without a regulator record on file are scored to the bottom of the ranking.
Factors in the client's location preference. Prioritizes local advisors for those wanting in-person meetings, and virtual-first advisors for remote clients.
Professionals subscribe to be listed; subscription tier is one of the ranking factors. Higher tiers score higher on this dimension.
Demo: sample data illustrating how the 6-factor match works. Each factor contributes to the composite match score.
Advisor data is sourced from public regulator and designation-body records before it enters the algorithm.
Advisor credentials are checked against Canada's official regulatory bodies before listing.
The algorithm improves over time by incorporating feedback signals from successful and unsuccessful matches.
Client data used for matching is handled with strict privacy controls throughout the entire process.
Our technology stack is purpose-built for the financial services industry with security, compliance, and performance at its core.
Weighted multi-factor scoring across six matching dimensions
Registry cross-checks against CIRO, provincial commissions, and designation bodies before listing
AES-256 at rest, TLS 1.3 in transit, with encrypted database connections across the stack
All data stored and processed in Canada with automated backups and redundancy
Optimized scoring pipeline delivers complete match results in under 2 seconds
24/7 infrastructure monitoring with automated anomaly detection and incident alerting
PostgreSQL with point-in-time recovery, encrypted connections, and automated daily backups
RESTful architecture with rate limiting, input validation, and comprehensive audit logging
Whether you are an advisor ready to grow your practice or a client searching for the right professional, our AI engine is built to make the connection that matters.