Lead generation for financial advisors in Canada.
We are the lead generation partner for planning-first financial advisors in Canada. We attract Canadians approaching retirement, verify them, book them onto your calendar, and coach you to close them. Exclusively yours.
Who you are actually talking to in Canada.
One Canadian in five is already past 65. The demand is there. We put the right households in front of you first.
Source: Statistics Canada, table 17-10-0005-01, population estimates as at July 1, 2026, aged 65 and over.
What Canadian pre-retirees are actually asking about
Canadian retirement runs on its own ages, its own benefits and its own tax at death. These are the questions our Canadian campaigns surface most often.
No estate tax. A tax bill all the same.
Canada has no estate tax and no inheritance tax, but death can still trigger a large tax bill. RRSPs and RRIFs are generally included in income on the final return unless a qualifying rollover applies, such as to a surviving spouse, and capital property is generally treated as sold. That bill usually dwarfs the probate fee families worry about. Our Ontario page walks through a real example.
CPP and OAS timing changes income for life
Taking CPP at 60 means a permanent 36 percent reduction versus starting at 65. Delaying CPP to 70 increases it by 42 percent. Delaying OAS to 70 increases it by 36 percent. Few prospects know the numbers. Walking them through it makes a natural first meeting.
The decision ages are 60, 65, 70 and 71
CPP can start at 60, OAS starts at 65, deferral ends at 70, and an RRSP must generally be matured by the end of the year you turn 71, into a RRIF, an annuity or income. The rules behind those ages are Canadian. We build every campaign around them.
Benefit changes are shown as the fixed percentages in the federal rules. Dollar amounts are indexed and move every year.
Available in every Canadian market.
We run campaigns in every province, and every province has its own page, with the retirement age population there and what the planning conversation looks like on the ground.
Built for advisors in Canada.
A Canadian company
We are Stillerhanselpacker Consulting Inc., incorporated in Canada and run from Ottawa. Funnels and Setters is our operating name. We build for Canadian advisors from the ground up.
Exclusive leads. Never shared.
Every prospect goes to one advisor. Never shared, never resold, never recycled. Exclusivity is per lead, so we never lock a province to one advisor.
Consent before contact
Every prospect completes a multi-step survey and gives express written consent before you receive the contact. We verify every one by phone and email. Calling cadence follows each province's rules.
One system, run across Canada.
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.
What advisors in Canada ask first.
Is Funnels and Setters a Canadian company?
Are the leads shared with other advisors?
Which advisors do you work with in Canada?
How much does it cost?
Let's build your pipeline in Canada.
Book a strategy call and we will show you how the program performs in your region.