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Most marketing challenges in wealth management are coordination problems.
Technology that fails to connect, campaigns stalling in compliance review, and advisor tools that remain unused are common issues. Partners in Genius specializes in overcoming these challenges by integrating CIRO compliance-friendly marketing strategies. Based in Toronto with nearly two decades of Canadian wealth management experience, we ensure that your marketing ecosystem functions seamlessly, delivering measurable results.
One point of accountability.
Enterprise depth, no agency overhead.
How we work
Think of us as the bridge, or coordination layer, that makes your advisor marketing ecosystem perform.
We're like a general contractor for your marketing. One accountable partner who brings the right specialists together for your specific situation. From strategy to design, MarTech consulting, compliance-aware copywriting; all coordinated by a team that has done this inside Canada's largest wealth institutions.
You get senior wealth management expertise, without the overhead of traditional agencies or gaps that come from doing it alone.
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Proven outcomes
+93% digital conversion growth delivered
Enterprise scale
1,500+ advisors enabled across Canada
Deep expertise
17+ years in Canadian wealth management
Matt and the Partners in Genius team were exceptional to work alongside. We were really impressed. If we had an extended need, we would have brought them in house and given them equity.
CEO & Founder, PhilanthPro
An exceptional talent. Matt's execution was flawless. He consistently delivered on time, on budget, and with a high level of accuracy. A brilliant writer and communicator.
SVP CX, Greenwich Associates
Matt possesses the rare talent of being able to operate both in the technical and business world. He is able to frame every discussion in terms of value to our company.
Director, Macquarie Group
Get marketing support that understands how wealth management advisors think.
Stand out in your market with a financial advisor marketing agency that works the way wealth advisors actually grow: referrals, digital credibility, and consistent client engagement.
We handle the marketing so you can focus on your clients.
For advisors and advisory teams
For wealth management firms
Our services
Coaching & mentoring
Grow your confidence, skills and pipeline.
Fractional CXO support
Experienced leadership without the full-time cost.
Technology enablement
Make your marketing platforms work together.
Strategic marketing planning
Growth plans tied to outcomes, not activity.
Lead generation strategies
Full-funnel planning that drives growth.
Let's talk about your marketing.
Whether you're looking to scale marketing across a national advisor network or build a digital presence for your own wealth advisory practice, let's get started.
