2026 RRSP Marketing Package
Consistent communication is one of the biggest drivers of client engagement. Advisors who stay in...
Cyber Monday
Cyber Monday: The Perfect Time to Clean Up Your Tech Stack Every year, Cyber Monday rolls around...
New Content: 2025 Federal Budget, Employee Benefits, Child’s CI, Why an RDSP?
At Financial Tech Tools, we’re always listening to what advisors are asking — then creating...
Transitioning from One Dealer to Another: A Digital Marketing Perspective
Switching dealers is a major professional step — and it affects every part of your digital...
New Content: Network of Professionals
Today’s content drop from Financial Tech Tools is all about leveraging a strong professional...
New Content: 2024-2025 Canadian Controlled Private Corporation Tax Rates
The latest content piece from Financial Tech Tools is here! This week, we’ve created a 2024-2025...
New Content: How Tariffs Affect Your Wallet
The latest content piece from Financial Tech Tools is here! We’re breaking down the latest tariff...
New Content: 2025 TFSA or RRSP
The latest content from Financial Tech Tools is here, and today we’re diving into a question many...
New Content: 2025 Money Facts
This week, we’ve created a 2025 Money Facts infographic that makes key financial details easy to...
New Content: 2025 Financial Calendar
We’ve created a 2025 Financial Calendar and an easy-to-digest infographic packed with important...
Volunteer of the Year Award from Advocis
I am absolutely honoured to receive the Volunteer of the Year Award from Advocis! Thank you to the...
Federal Budget 2024 Checklist
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial...
2024 Federal Budget Highlights
On April 16, 2024, Canada's Deputy Prime Minister and Finance Minister, Chrystia Freeland,...
Featured in eForum Magazine: Building Lasting Relationships in the Digital Age
We're thrilled to announce that our financial technology solutions were recently featured in...
Two Great Ways to Build Relationships with Your Clients
As a financial advisor, you make sure to stay up to date on the latest financial news and that all...
Maximizing Your Online Reach: A Financial Advisor’s Guide to Google My Business
In the realm of financial advising, a robust online presence is indispensable for driving success...
3 Fundamental Steps for Any Financial Advisor’s Digital Marketing Strategy
As a financial advisor, one of the best ways to generate new leads is via a well-put-together...
4 Great Ways to Increase Your Newsletter Subscribers
Providing your clients and prospective clients with a newsletter is a great idea for so many...
4 Reasons You Need a Professional Website
If you’re a financial advisor, having a professional website is a must! A website is the...
A Brief Guide to Google Reviews
You’re likely very familiar with Google and have worked diligently to ensure your financial...
Content Marketing for Financial Advisors: Your Small Firm’s Secret Weapon for Attracting Attention
It can be hard to get noticed as an independent financial advisor. You’re competing against...