Transparent, Flat-Fee Pricing

Invest in Your Visibility. Not Our Commission.

Flat monthly subscription. Zero AUM commission. Higher tiers earn higher algorithm position, which means more client matches.

Monthly
Annual Save 16%

FOUNDING MEMBER PRICING

Lock in current rates before they increase. Early members keep their price forever.

Associate

3
Active Matches
$199
per month
 
  • Up to 3 active client matches per month
  • Standard search ranking
  • Verified profile with basic listing
  • Basic dashboard with match stats
  • 1 testimonial display slot
  • Email support
Limited positions in each province
Get Started
Most Popular

Professional

7
Active Matches
$299
per month
 
  • Up to 7 active client matches per month
  • Enhanced search ranking
  • Featured profile with specializations highlighted
  • Profile view & click-through tracking
  • Featured in weekly client digest emails
  • Video introduction on profile
  • CFA/CFP/CIM designation premium badge
  • Priority new-client alerts
  • Priority email support
Limited positions in each province
Get Started

Enterprise

15
Active Matches
$599
per month
 
  • Up to 15 active client matches per month
  • Premium search ranking — guaranteed top 3 results
  • Showcase profile with case studies & unlimited testimonials
  • Full conversion funnel analytics with source attribution
  • Automated follow-up sequences for unconverted matches
  • Quarterly benchmarking report vs. platform averages
  • Featured spot in client digest emails
  • Guided setup + profile optimization review
  • AUM growth tracking dashboard
  • Investor demographic insights
  • Priority email + chat support
Limited positions in each province
Get Started

All prices in CAD. Annual billing requires 12-month commitment. Cancel monthly plans anytime.

3 Qualified Leads in 90 Days — Or Your Money Back

Every plan includes our performance guarantee. Learn more

#1
Enterprise
Premium position in all matching results
#2
Professional
Enhanced position in matching results
#3
Associate
Standard position in matching results

How Algorithm Position Works

When a client searches for an advisor, our AI algorithm evaluates six factors to produce ranked matches. Your subscription tier directly influences your position in those results.

Tier weight is one of six factors. Our algorithm also considers specialization match, geographic proximity, fee alignment, portfolio size fit, and capacity. A higher tier gives you an edge when other factors are equal.
Enterprise advisors appear first when their profile matches a client's criteria. Professional advisors follow. Associate advisors appear in standard rotation.
Quality is never compromised. Even at the Associate tier, you only receive matches where your expertise genuinely fits. We never send unqualified leads.
Feature Comparison

Everything Included, by Tier

A detailed breakdown of what each plan offers. Every plan includes CIRO verification and access to our AI matching engine.

Feature Associate Professional Enterprise
Monthly Price $199 $299 $599
Active Client Matches / Month 3 7 15
Search Algorithm Position Standard Enhanced (Top 30%) Premium (Top Results)
CIRO Verification Badge
Designation Display (CFA, CFP, CIM)
AI-Powered Client Matching
Featured Profile
Specialization Highlight
Client Review Showcase
Case Study Showcase
Conversion Analytics Basic Advanced Full Funnel
Client Digest Emails Featured
Video Introduction
Follow-up Sequences
Support Email Priority email Priority email + chat
Onboarding Self-serve Guided setup Guided setup + profile optimization
Frequently Asked Questions

Pricing Questions, Answered

Everything you need to know about our pricing model, billing, and how algorithm position affects your results.

Why flat-fee pricing instead of AUM commission?
AUM-based commissions create misaligned incentives. They penalize advisors who grow client portfolios and reward platforms for doing nothing after the initial match. Our flat-fee model means you keep 100% of your client revenue. Your success is your success. We earn our fee by continuously delivering qualified matches and platform value.
How does the algorithm position actually work?
When a client searches for an advisor, our AI evaluates six factors: specialization match, portfolio size fit, geographic proximity, fee structure alignment, advisor capacity, and subscription tier. Your tier acts as a ranking boost. Enterprise advisors get maximum visibility, Professional advisors get enhanced placement, and Associate advisors appear in standard rotation. Crucially, even at lower tiers, you only receive matches where your expertise genuinely fits the client's needs.
Can I upgrade or downgrade my plan?
Yes. Monthly plan holders can upgrade instantly or downgrade at the end of their billing cycle. Annual plan holders can upgrade at any time with prorated billing. Downgrades on annual plans take effect at renewal. Your algorithm position adjusts immediately upon upgrade.
What is the annual billing discount?
Annual billing saves you 16% compared to monthly. Associate drops from $199/mo to $167/mo ($2,004/yr instead of $2,388/yr). Professional drops from $299/mo to $251/mo ($3,012/yr instead of $3,588/yr). Enterprise drops from $599/mo to $503/mo ($6,036/yr instead of $7,188/yr). Annual plans require a 12-month commitment.
What happens if I don't get any client matches?
We stand behind our platform. If you receive zero qualified matches in your first 90 days, we will refund your subscription in full. This is our launch guarantee, and it applies to all tiers. We also provide profile optimization assistance to ensure your listing attracts the right clients.
Is there a setup fee or hidden cost?
No. The subscription price is the only cost. There is no setup fee, no onboarding charge, no per-lead fee, and absolutely no commission on your AUM or client revenue. What you see on this page is what you pay.
Do clients pay anything?
No. CanadaInvesting is completely free for clients seeking an advisor. Our revenue comes entirely from advisor subscriptions. This two-sided model ensures clients have zero friction in finding qualified professionals, which means more qualified leads flowing to you.
What designations and registrations do you verify?
We verify CIRO (Canadian Investment Regulatory Organization) registration status, provincial securities licensing, and professional designations including CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), CIM (Chartered Investment Manager), FCSI (Fellow of the Canadian Securities Institute), and PFP (Personal Financial Planner). Verification happens before your profile goes live and is re-checked periodically.

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