From compliance to conversion – We've got you covered

As a financial advisor, your time is best spent building relationships with clients and providing exceptional service. But in today’s competitive landscape, effective marketing is crucial to growing your business and attracting new clients. It’s also usually the most daunting and the first to get bumped on the to-do list. That’s where we come in, to help with your BrandWidth. 

Tailored marketing solutions for financial advisors

Our leadership team brings over 70 years of combined experience working with Canada’s largest financial institutions, specifically with advisors (how many marketing agencies can say that?!). We understand the unique challenges you face; like navigating regulatory compliance, staying on top of industry trends and understanding consumer behavior. Whether you’re a solo advisor, multi advisor firm, specialist, generalist, focused on group or individual solutions, our BrandWidth program is designed to help advisors and firms like yours thrive. 

Our services

SagePath Consulting Ltd.

Local SEO and Google business profile health

Your Google business profile is another channel that is just as important as a website or social media feed – it needs to be nurtured. We’ll help you rank higher in local organic search results.

SagePath Consulting Ltd.

Graphic design and brand development

We'll help you create a strong, recognizable brand that sets you apart and resonates with your target audience.

SagePath Consulting Ltd.

Marketing strategy

We'll work with you to develop a comprehensive marketing plan tailored to your specific goals and audience.

SagePath Consulting Ltd.

Communications and strategy

We'll ensure your messaging is clear, consistent, and effective across all channels.

SagePath Consulting Ltd.

Social media management

We'll help you build and engage your audience on social media, establishing you as a thought leader in your space.

SagePath Consulting Ltd.

Content creation

We'll develop high-quality, informative content that demonstrates your expertise and builds trust with your audience.

Let us handle the marketing, so you can focus on what you do best

We know that as a financial advisor, your days are packed. You don't have the time to devote to marketing, and perhaps you're not even sure where to begin. But neglecting your marketing means you're leaving growth opportunities on the table. That's where our team shines. We have a deep understanding of the products and services within financial services and stay up to date on customer trends. We also understand the regulatory and compliance landscape, ensuring that your marketing efforts always stay within the required guidelines.

SagePath Consulting Ltd.
SagePath Consulting Ltd.
  • Your partner in growth

    At SagePath we're more than a consulting firm that knows marketing. We're your partner in growth. We're here to help you save time, expand your marketing knowledge and ultimately grow your business. Our team will work closely with you to understand your unique needs and develop solutions that deliver results.

Ready to take your marketing to the next level?

Don't let a lack of time or marketing expertise hold your business back. Contact us today to learn more about how our tailored solutions can help you attract more clients, build stronger relationships, and achieve your growth goals.

Contact us