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Your Name*

Company Name


About You

Please describe your organization in a few sentences.

What is there about you and your background that sets you apart from other financial advisors?

If you were using a search engine, what words or phrases would you use to find your site? Please list 3 to 5 terms.

Your Target Market

Please describe your target market

Demographic: age, gender and income

Psychographic: attitudes, values and interests

Geographic: city, province

Behavioral: style, habits

Your Website

What do you see as the purpose of your website? (Please check all that apply)

What would you like your clients to see on your website? (Please check all that apply)

What is most important to you? (Please check all that apply)

Which social media links do you want to include? (Please check all that apply.)

Does your site need to be approved by compliance? Please include details of compliance department: name, phone number and email.

Web Design

Do you have an existing website? If so, what is the address and reasons you like it and dislike it?

Please provide a list of 3 websites that you like and reasons why.

Please provide a list of 3 websites that you don't like and reasons why.

Are there any specific colors/effects you would like to include in the website


What is your expected timeline for having your site completed?

Any notes to add? Such as links for Client Access, Manulife Travel Insurance etc?

Please upload files including logo, photos, presentations, any information you feel is necessary. Please place all files into 1 zip file.

Check here if you accept the terms.