Lead generation for financial advisors in Alberta.
Alberta is our strongest Canadian market by results, with engaged pre-retirees and advisors who turn calls into clients. It is also the youngest market on this list, so the pre-retiree cohort is still growing quickly.
Who you are actually talking to in Alberta.
The lowest share of over 65s of any market we work, which means the pipeline here is weighted toward people still accumulating and still making decisions.
Source: Statistics Canada, table 17-10-0005-01, population estimates as at July 1, 2025, aged 65 and over.
The same system, run in Alberta.
Intent-driven ads
Hyper-targeted campaigns built to create intent, not just impressions. Pre-retirees in your market meet educational content first, so they arrive already wanting a planning conversation.
Consent and verification
A multi-step survey plus prior express written consent, then phone and email validation. Every contact belongs to one advisor only. Never shared, never resold, never recycled.
Appointment setting
Our team confirms the call, sends your content ahead of it and handles follow up. Or you run the cadence yourself with our system.
Coaching to close
Discovery scripting, objection handling and post-call review, with the full funnel tracked from first contact to signed client.
Where else the program performs.
We run the same engine right across the United States and Canada. These are the markets where advisors see the most momentum today.
Not listed? See the full map of where we work. The system runs the same wherever you practise.
Let's build your pipeline in Alberta.
Book a strategy call and we will show you how the program performs in your region.