Generate more qualified leads and retain existing customers with these benefits from MoneySense Approved:
  • The MoneySense Approved seal of approval, a powerful third-party endorsement of your top advisor status. Your one-year license includes the right to display the seal on all of your business and marketing materials, from signage and websites to stationery and business cards. Or you can just tell people you're one of the select few advisors in Canada who are "MoneySense Approved".
  • An annotated listing in the exclusive MoneySense Approved directory, a searchable online database that guides prospective clients to the advisors who best suit their needs. The directory is hosted at MoneySense.ca, which averages more than 400,000 unique visitors and 1.7 million page views monthly.
  • The support of a year-round, multiplatform advertising campaign generating awareness of the MoneySense Approved difference and driving investors to our exclusive online directory of approved advisors. Running in print, Web and social media across brands including Maclean's, Chatelaine, Canadian Business and more, the campaign reaches up to 7 million Canadians each month.
  • Promotion in the MoneySense Approved appointments section of the MoneySense enewsletter, reaching more than 26,000 subscribers.
  • Promotion in the MoneySense Twitter feed (more than 34,000 followers) upon receiving your MoneySense Approved designation.
  • A marketing playbook including branding guidelines, recommended activities and turnkey promotional tools to help you make the most of your MoneySense Approved designation.
  • The monthly Advisor Update newsletter containing MoneySense Approved news and tips for leveraging your special status.
  • Exclusive discounts for your clients on MoneySense products and events.

Plus: All applicants for MoneySense Approved status receive a customized client-feedback survey report that gauges their customers' perceptions of their performance and delivers insights into what customers value most from the advisor.

Pricing

  • The basic application fee, including the client-feedback survey report: $499 plus applicable taxes.
  • One-year MoneySense Approved license, including all of the benefits listed above: $2,499 plus applicable taxes.

Learn more about your eligibility and the application process or Apply Now.