Lead generation for financial advisors in Ontario.
Ontario is the biggest Canadian opportunity by volume, with high intent prospects right across the province. The planning conversation here is different enough from the American one that generic material falls flat, and specific material works unusually well.
Who you are actually talking to in Ontario.
Canadian retirement planning runs on a completely different age spine to the American one, so material built for a US audience does not travel. Ours is built for Canada separately.
Source: Statistics Canada, table 17-10-0005-01, population estimates as at July 1, 2025, aged 65 and over.
What Ontario pre-retirees are actually asking about
Canadian retirement planning runs on a different age spine to the American one, so material built for a US audience does not travel. Canada has no estate tax and no inheritance tax either, so the cost at death arrives as income tax on the final return. These are the questions our Ontario campaigns surface most often.
Probate is the cost everyone talks about, and it is the smaller one by far
On a $1,000,000 estate holding a $1,000,000 RRIF with no surviving spouse, Estate Administration Tax comes to $14,250. The tax on the RRIF top slice comes to roughly $396,935. That is about 28 times larger, and it arrives on one final return in one year.
The decisions cluster at 60, 64, 65, 70, 71 and 72
None of the American ages apply. 55, 59 and a half, 62, 63, 70 and a half and 75 mean nothing here, which is why generic content fails so visibly with Canadian prospects.
Taking CPP at 60 is a permanent 36 percent reduction
Deferring to 70 instead raises CPP by 42 percent and OAS by 36 percent. The timing decision is worth more than most portfolio decisions at that stage.
Figures are stated as mechanisms rather than as indexed thresholds wherever the threshold moves each year, because a number quoted against the wrong year reads as authoritative and is simply wrong.
The same system, run in Ontario.
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 Ontario.
Book a strategy call and we will show you how the program performs in your region.