AI-powered matching connects Canadians with CIRO-registered investment advisors, portfolio managers, and financial planners who fit their exact needs.
Whether you manage portfolios or need someone to manage yours, CanadaInvesting connects the right people.
Grow your book of business with pre-qualified clients who match your expertise and service model.
Stop guessing. Get matched with a qualified advisor who specializes in exactly what you need.
Canadians face real friction when searching for qualified investment advice. Bank referrals, online noise, and opaque fee structures make it worse.
Our AI does the hard work. You make the final call.
We verify CIRO registration, designations (CFA, CFP, CIM), specializations, and capacity. Choose your visibility tier.
Answer 8 questions about your investment goals, risk tolerance, portfolio size, timeline, and preferences. Takes 3 minutes.
Our algorithm evaluates all factors and presents the top 3-5 advisors who perfectly align with your needs. Connect directly.
Our proprietary algorithm evaluates six critical dimensions to ensure every advisor-client connection is right.
Wealth management, retirement, tax-efficient investing, ESG, corporate pensions — matched to your specific need.
Ensures your advisor works with clients at your asset level — from $50K to $50M+.
CIRO registration, provincial licensing, and designation credentials verified before listing.
Fee-only, commission-based, or hybrid — matched to your compensation preference.
Local advisors when you want face-to-face, or virtual-first advisors for remote access.
Only shows advisors actively accepting new clients with bandwidth to serve you well.
Higher tiers earn higher search visibility. Your investment directly impacts how many clients find you.
We respect every CSA and CIRO rule. Advisors maintain full independence. We're a technology platform, not a dealer.
Every advisor is cross-referenced against CIRO's public registry before appearing on the platform.
Flat subscription fee. We never take a cut of your assets under management or client revenue.
All client data encrypted, minimal collection, clear privacy policies, Canadian-hosted infrastructure.
Advisors control their profiles, fee disclosures, and client acceptance. Zero interference.
CFA, CFP, CIM, FCSI, PFP designations independently verified with issuing bodies.
We facilitate connections. We don't provide investment advice, manage assets, or act as a dealer.
I've spent over a decade as a CFO across Canada, the US, Europe, and the Middle East. I've managed investment portfolios, worked with wealth advisors, and seen the broken referral process firsthand.
Finding a qualified, independent investment advisor in Canada shouldn't require months of networking and guesswork. This platform fixes that with AI-powered matching, regulatory verification, and complete transparency.
Direct line: 1.647.956.7290 | arthur@negotiateandwin.com
Join Canada's most advanced investment advisor marketplace. Whether you're an advisor seeking clients or a client seeking advice.