Partner With Us
Referral program in Beta — limited partners.
What Is the Advisor Referral Program?
We connect Canadian retirees with licensed financial advisors who can provide personalized guidance. Our referral program is a transparent, ethical way for advisors to receive qualified leads from users who voluntarily opt in.
What Partners Get
- Qualified leads from users who actively seek advisor connections
- Transparent referral terms with no hidden fees
- Ethical partnership built on trust and user-first values
What Users Get
- Optional connection to a licensed financial advisor
- No pressure — users choose whether to connect
- Advisor matched by province and specialization