Integrated Performance Marketing Solutions for Advisors and Dealer Firms

Canadian-built programs designed for compliance, measurable growth and long-term client relationships.

Meet inSymmetry

inSymmetry is a Canadian marketing agency purpose-built for wealth advisors and dealer firms. We help advisors, banks, and insurers grow with performance-based marketing programs that meet CIRO compliance standards and deliver measurable ROI. Our services span SEO, lead generation, content marketing, and omnichannel execution, ensuring that every campaign drives advisor-ready results.

Among Canadian investors, 89% say their go‑to source for financial information and advice is their advisor or bank; 74% believe their  advisor is worth every dollar they pay.


Vanguard Canada, Value of Advice Poll, 2024  

Here are Four Reasons to Work With Us

Performance-Driven Marketing

Our programs meet CIRO standards and dealer requirements so your marketing is compliant from day one.

Omnichannel
Execution

From social media and email marketing to digital ads and print, we build connected funnels that attract and convert.

Lead Generation
and Reporting

Our program shows what each lead costs, how many may become real opportunities, and the return on your investment.

Senior Financial Expertise

Every engagement is led by experts with over 15 years of financial services marketing experience. We understand your business.

See how our packages deliver growth without risk.

Who We Work With

We partner with independent advisors and financial firms alike. Whether you’re building your first digital presence, scaling a practice, or coordinating growth across a national dealer, our performance-focused programs flex to your needs.

Sectors We Serve

  • Wealth Management & Financial Services (Advisors, Dealers, Banks, Insurers)
  • Capital Markets
  • Real Estate
  • Healthcare/Deathcare
  • Travel & Hospitality
  • Non-Profit

New Title

 Talk to us about your goals.

Our Packages

Our advisor-focused packages deliver enterprise-level thinking at a scalable cost.

FOUNDATION

Designed for advisors starting out or those who want to simply maintain a consistent marketing presence with core services.

growth

Designed for established advisors with growing books who require robust, multi-channel marketing support.

mARKET LEADER

Designed for top-producing advisors and advisor teams seeking a comprehensive, firm-level program to scale and lead.

How We Work

We focus on compliance-ready performance marketing that moves quickly through dealer approval, builds trust, and drives measurable results. Warm nurture programs increase client conversion, while quarterly updates keep your campaigns performing at their best.

Discover

Understand your goals and compliance framework.

Plan

Build a strategy tailored to your market and firm structure.

Launch

Deploy content, creative, and campaigns across channels.

Optimize

Measure, refine, and improve continuously.