Advisor Flow @AdvisorFlow
Simplifying data gathering for financial advisors while enhancing the client onboarding and compliance experience. advisorflow.ca Vancouver, Canada Joined May 2021-
Tweets224
-
Followers100
-
Following75
-
Likes185
👋 Meet Nico, our new Business Development Coordinator! He’s bringing his skills in communication and relationship-building to support advisors and drive growth 🚀 We’re thrilled to have him on board! #AdvisorFlow #BusinessDevelopment #FinancialAdvisors #CanadianFintech
💡 Social media doesn’t have to be complicated for advisors. Insights from Emily Reed (@hey_advisor ), Chris Brittain (SagePath), & @_bchaps: 🎥 Why video wins ♻ Repurpose across platforms ⏱ Grow your audience in 20 min/week Watch the full recap here: bit.ly/3VVKOGs
🎉 That’s a wrap on our #Webinar: From Clicks to Clients Thanks to Emily Reed, Chris Brittain & @_bchaps for sharing how advisors can build trust online & attract the right clients. 💻 Watch the full recap here: bit.ly/3VVKOGs
🚀 Gen Z is investing earlier, learning faster & redefining what they expect from advisors. As @natashabaldin reports for @CdnPressNews via @advisorca, many are turning to TikTok & finfluencers for money tips, but face info overload. Read more: bit.ly/4g68i57
🗓️ Mark your calendars! From Clicks to Clients: learn how advisors build trust in a digital world with Emily Reed, Chris Brittain, & @_bchaps 🔗 Register now: bit.ly/48eZdVw #Webinar #DigitalEngagement #FinancialAdvisors
🎙 New Episode Out Now! Kelly Gustafson, Jean-Christophe St-Pierre, Tarsem Basraon (@planworth), & @_bchaps share how integrated platforms strengthen relationships & fuel growth. Stream now! 🎧 Spotify: bit.ly/41EYQjf 🖥️ YouTube: bit.ly/4n8xfiy
🌟 Meet Chris Brittain, Marketing Director at SagePath Consulting. With 13+ years in financial services, he helps advisors build brands, connect with clients & grow practices. Join us on Tuesday, Sept 16th for our #Webinar ✍️ Register now: bit.ly/4mSAaMi
🌟 Meet our guest speaker, Emily Reed, Co-Founder & CEO of @hey_advisor. With 15+ years in financial services, she helps advisors simplify complex topics & engage clients. Join us on Tuesday, Sept 16th for our #Webinar ✍️ Register now: bit.ly/4mSAaMi
🔍 Investment scams are harder to spot and stop. @IqbalAmiri at @AMIRIWealth shares Mariya Postelnyak's (@globeandmail) report: fraudsters use AI videos & fake profiles to impersonate financial leaders. Read more on why vigilance matters: bit.ly/45PQbga
📩 One convincing email can cost more than you think. Keep sensitive information out of inboxes — and in a secure, encrypted portal your clients trust. AdvisorFlow makes it simple. 🔗 Learn more at advisorflow.ca #FinancialAdvisors #CyberSecurity #SecureCommunication
💬 New episode just dropped! @SamSivarajan, Duncan Robinson, and @_bchaps dive into the behavioral science of storytelling in wealth management. Stream now! 🎧 Spotify: bit.ly/47l6YJc 🖥️ YouTube: youtu.be/LnFXGHNm4zg
🤝 Teaming isn’t just sharing responsibilities, it’s multiplying impact. As client needs grow and practices get complex, the solo model only goes so far. Kevin Hayes explains why teams are a lasting strategy for growth, succession, and client trust. 🔗 bit.ly/4lMZZwV
📍Where AdvisorFlow Fits in Your Client Onboarding Journey From first touchpoint to data integration, we help advisors deliver a seamless, digital-first experience. With tools like @planworth, @maximizercrm, @HUBFinancial & more. 📲 See how it works: advisorflow.ca/contact
🎙️ Hit play on our newest episode! Industry experts @PhilipSetter, Ryan Webb, and @_bchaps share how advisors attract high-value clients, build credibility, and stand out with digital content. Tune in now! 🎧 Spotify: bit.ly/4o8XVRM 📺 YouTube: youtu.be/p-8DZBcacbA
🍔 Nothing like a summer BBQ to bring the team together! ☀️ This weekend, the @AdvisorFlow team took a well-earned break from the 2025 hustle to enjoy great food, sunny weather, and even better company. Here’s to stronger teams and lasting memories! #Summer2025 #TeamSocial
👥 Clients don’t need more reports — they need a guide. Jim Lyons of Lyonscraft Consulting explains why the future of advisory is guidance-first, not just planning-first. 👉 Read more: bit.ly/44Kio7B @advisorca #FinancialAdvisors #GuidanceFirst #WealthManagement
⚙️ Top insurance advisors scale with smarter systems—not longer hours. Jake Sheehan, Charlie Conron, and @_bchaps share how they grow using automation, client education & streamlined operations. 🎧 Stream now: Spotify: bit.ly/4kMDjfM YouTube: youtu.be/UF5mdHOE1wg
👩💻 From an @AdvisorFlow intern to Junior Financial Advisor at SaaS Wealth Insurance. Aileen Dasalla’s journey is an inspiring example of how early experience can spark long-term impact in the financial industry. 🔗 Read her story: bit.ly/4ln38TB
🇨🇦 Happy Canada Day from AdvisorFlow! A proudly Canadian-built and operated team, here to support advisors from coast to coast with tools that simplify client onboarding. 🌐 advisorflow.ca 🎧 Podcast: bit.ly/3Y3fQOf 📺 Webinar: advisorflow.ca/webinars
✨Behind every great advisor is a first opportunity. Aileen Dasalla began as an @AdvisorFlow intern—now she’s a Junior Financial Advisor at SaaS Wealth, guiding clients with confidence. 🌱Interns are the foundation of the future. 🔗 Read her story here: bit.ly/4ln38TB
Taalglar @Taalglar4172
56 Followers 786 Following
Atwiejca @Atwiejca336163
61 Followers 566 Following
Golden Digits @digits_golden
2 Followers 58 Following Financial Advisor Wealth Advisor Financial Services.
Seunog @Seunhumane
457 Followers 6K Following Contrarian. Tech. Startups. Politics. The Rise of Africa. Truth is Spirit.
Mortgage Brain @MortgageBrainAi
3 Followers 80 Following A Division of Matrix Mortgage Global #11108
CALU Canada @CALUcanada
462 Followers 932 Following The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.
Thyrifl @thyrifl94416
7 Followers 113 Following
LDC @LDCwolf
181 Followers 632 Following
X.user1 @User5230857
28 Followers 453 Following
Guy Legault @glegault_guy
464 Followers 1K Following President & CEO, Conference for Advanced Life Underwriting (CALU). Opinions expressed are my personal views.
advisorviz @advisorviz
28 Followers 172 Following Empowering financial advisors with cutting-edge digital media, compliant marketing, branding and website solutions. Tailored for success. 🌐📊 #advisorviz
Tina Jakma @TinaJakma
9 Followers 70 Following
Leonardo Pinheiro da ... @LeonardoCostaFP
67 Followers 459 Following Financial Planner, Investment & Retirement Planning. Registered Investment Sales Representative with BMO Investments Inc.
Lucio Flavio 🇨🇦... @luciojunior
5K Followers 814 Following Investment Advisor / Investments / Sports
Dubert Rocuant @RJmtnwealth
5 Followers 51 Following
Bonyo Kennedy @Bonyo_Kennedy
572 Followers 6K Following
Jae @Jae__Rea
20 Followers 260 Following
Melissa Taylor @MelissaTay87464
18 Followers 575 Following
Cary Chen @caryxuweichen
46 Followers 302 Following Financial Advisor MDRT; RRSP, RESP, Life Insurance, Critical illness etc
Gryphin_Group_Service... @GryphinGS
6 Followers 28 Following A Boutique Firm Specializing in Employee Benefits
Migue Jr @umana_nuff
0 Followers 58 Following
InsuranceToronto @2InsureToronto
1K Followers 6K Following Fast, friendly, and personal service for all of your insurance needs. https://t.co/FpBqXQvUn0
Teffus @Teffus390759
150 Followers 4K Following
Shawn Todd @theplanningguy
382 Followers 1K Following Partner and Certified Financial Planner CFP with Ecivda Financial Planning Boutique @EcivdaFinancial Podcast Host - Mind & Money Show
Chris Hudson @ChrisKHudson1
178 Followers 320 Following Working in the Durham and Peterborough Regions. Proud Grandfather, Father, Husband, Son and Canadian.
Joe Guido @JoeGuido85
334 Followers 579 Following
Brent Swatuk @BrentSwatuk
26 Followers 89 Following Advance Case Consultant helping HNW Canadians, Entrepreneurs & Business Owners with tax strategies and liquidity issues. Coach to financial professionals.
Enzo Calamo @EnzoCalamo
16K Followers 3K Following Enzo is the CEO of Lugen Family Office and Medici Family Office. Enzo is a best selling author and the founder of the seven generation legacy process.
Toryalai Tanin @tanin_toryalai
196 Followers 955 Following Employment Counselor-Financial Services Advisor, Active Recruiter
Corey D. Abrams @coreyabes
29 Followers 178 Following Family and small business insurance consultant.
wealthmoose @wealthmoose
1K Followers 5K Following 📊 Tweets on Market News, Money, Housing , Mortgages and Canadian Politics.
Ken MacCoy, CHS @yoccamnek
17 Followers 68 Following
InsuranceWise @insurancewise_
494 Followers 4K Following Wise insurance guidance for the everyday person. We’ve moved to @insuranceopedia
Tyler Pfeiffer - Cert... @TpfeifferCFP
168 Followers 370 Following Edmonton based Financial Planner putting the client first...always.
TECHNATION CANADA @TECHNATIONca
10K Followers 5K Following We are the voice of the Canadian ICT industry, dedicated to making Canada a world class, cutting-edge digital society. Use #TECHNATIONca to connect with us!
Simon Tanner @dynamicplanning
211 Followers 270 Following
CloudAdvisors @cloudadvisorsCA
308 Followers 698 Following The Marketplace to Optimize Benefits & Build Your Best Team
Debra Schreiber @DebraSchreiber
40 Followers 187 Following Mum, Wife, Philanthropist, choir member. I’m a Financial advisor and Planner
Infiniti Wealth @InfinitiWealth
15 Followers 170 Following At Infiniti Wealth we work with our clients to develop personalized and comprehensive financial plans. (cover photo by 3504304 © Aleksandr | https://t.co/yE1FzH5UCD)
Luis ANAYA @lanaya001
205 Followers 2K Following I teach people how to build their own brokerage in the financial sector. Want to learn more?
WendyMartinFinancial @FinancialWendy
64 Followers 245 Following Seasoned Financial Professional, specializing in Employee Benefits Plans, and Individual and Group Insurance.
Stacey Dustin RRA - S... @StaceyDustinFSA
61 Followers 121 Following FSA @securaygk. @Advocis & @100_womenquinte member. Adding value to the lives of our clients by creating custom solutions based on your needs & goals.
Mark McGrath @MarkMcGrathCFP
21K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®. DM's are always open. New book out now - grab a copy below ⬇️
CALU Canada @CALUcanada
462 Followers 932 Following The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.
Guy Legault @glegault_guy
464 Followers 1K Following President & CEO, Conference for Advanced Life Underwriting (CALU). Opinions expressed are my personal views.
Planworth @planworth
37 Followers 89 Following Planworth is a B2B SaaS platform that empowers advisors with the tools to guide a client's wealth journey.
Wealth Professional C... @WealthProCA
4K Followers 384 Following Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals.
Shawn Todd @theplanningguy
382 Followers 1K Following Partner and Certified Financial Planner CFP with Ecivda Financial Planning Boutique @EcivdaFinancial Podcast Host - Mind & Money Show
ECIVDA @EcivdaFinancial
632 Followers 2K Following Helping growth minded business owners, professionals and individuals seeking wealth, investment, estate, and corporate planning
George Hartman @PracticeMgmtGuy
458 Followers 1K Following Helping great advisors build great businesses
Brent Swatuk @BrentSwatuk
26 Followers 89 Following Advance Case Consultant helping HNW Canadians, Entrepreneurs & Business Owners with tax strategies and liquidity issues. Coach to financial professionals.
Financial Literacy Co... @FLCInc
34 Followers 126 Following Founded in 1999, we are a boutique financial planning and education company building a financially literate world of stronger families and communities.
HeyAdvisor 🇨🇦 @hey_advisor
567 Followers 494 Following Helping Canadian financial advisors add value to their client relationships.
John De Goey @STANDUP_Today
2K Followers 306 Following Portfolio Manager / Investor Advocate / Author / Change Agent Wannabe Opinions are my own.
Jordy Chilcott @jordy_chilcott
306 Followers 459 Following Strong supporter of Advisors and the value of advice. Husband, Dad, Cross fitter & Spartan racer.
Steve Bridge, CFP® @SteveMoneyCoach
803 Followers 208 Following An advice-only certified financial planner (CFP®) & financial literacy expert. Habs fan, traveller, mountain biker, hockey player, and animal lover.
Advocis Winnipeg @advociswinnipeg
142 Followers 453 Following With more than 12,000 members across Canada, Advocis members serve the financial interests of many Canadians. Advocis is the voice of financial advisors
Chris Delaney - Inter... @FEAdvisor
2K Followers 5K Following Author, Professional Speaker, Family Business Consultant & Podcaster — Helping Advisors and Clients conceptualize better farm, business & estate planning
Shannon T @shannontatlock
631 Followers 420 Following
Searchlight Financial... @jamesbilcoxSLF
177 Followers 306 Following I'm a Sun Life advisor. See my website for more info. Je suis un(e) conseiller(ère) Sun Life. Voir mon site web pour plus d’infos.
Females and Finance @FemalesNFinance
1K Followers 747 Following We believe Women Will Change Financial Service™ at #FemalesAndFinance. JOIN US to help Hire, Mentor, Train, and Advance 100,000 women in #FinServ and #FinTech!
Bessiere2001 @bessiere2001
2K Followers 1K Following
Scott Weldon @ScottWeldon2
173 Followers 149 Following Advocating for Canada's Middle Class, one Canadian family at a time.
CanadianNewcomer @chettan_guevara
812 Followers 6K Following Malayali living in Canada. Investments, Politics and Economics. Indexing vs Dividend growth dilemma
CI Assante Wealth Man... @BeWellAdvised
277 Followers 2 Following A leader in Canadian wealth management. Un chef de file en matière de gestion de patrimoine. Website / Site web: https://t.co/ozltRCAHZr
Advocis Newfoundland ... @AdvocisNL
130 Followers 70 Following We are the Newfoundland and Labrador Chapter of Advocis, The Financial Advisors Association of Canada.
Jason Heath @JasonHeathCFP
4K Followers 1K Following Fee-only/advice-only financial planner. #PersonalFinance columnist @FinancialPost, @MoneySense, @RetireHappyBlog, @CdnMoneySaver. #retirement #FinancialPlanning
fami Abrahim @fami_abrahim
60 Followers 814 Following
Adamson Wealth Group @AdamsonWealth
26 Followers 37 Following Terry-Lynn Adamson, CFP®, CIM®, FMA Portfolio Manager Senior Wealth Advisor Jessica Perry Operations Manager Wealth Advisor @iaprivatewealth
Karen Holmes @karenanneholmes
160 Followers 1K Following Achiever, activator, trendspotter, storyteller, mentor, advisor, mother, peer support, patient advocate. Views are my own.
Growth Fintech @GrowthFintech
2K Followers 3K Following Growing your #fintech with practical and actionable #marketing through meaningful #data. Contact us. #GrowthFintech #GrowthMarketing #Growth = Marketing + Data
Advocis Windsor @AdvocisWindsor
392 Followers 317 Following We are the Windsor Chapter of Advocis, The Financial Advisors Association of Canada.
Evelyn Jacks @evelynjacks
3K Followers 1K Following Best-selling financial author, award-winning educator, President Knowledge Bureau, passionate about tax. Proud mom, wife, loves animals, travel, witty people.
Betty-Anne Howard @BettyAnneCFP
2K Followers 5K Following Philanthropic Financial Planner | Award-Winning Speaker and Author | Financial Literacy Advocate | Charitable Giving Expert.
Pascal WealthTech @PascalWealthTec
815 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
advisorsavvy @advisorsavvy
739 Followers 766 Following Advisorsavvy is a free service that helps Canadians find and compare financial and insurance advisors through feedback and reviews.
Nick Colosimo @nickcolosimo
472 Followers 1K Following Former political staffer | Current Government Relations professional | Vice President of @PAAC84 Ontario Chapter | Proudly #BillsMafia
Jason Watt.CAD @JasonWattBCC
2K Followers 2K Following Free Office Hours: https://t.co/KluLKdjYCG for Core Curriculum students https://t.co/PF1Q2nkkfO for Adv Curr students https://t.co/J5euC3Vmc3 for Exam Prep
Jason McMahon @jasonpmcmahon
1K Followers 1K Following
CEA @CICEABoard
846 Followers 1K Following Certified Executor Advisors (CEA) CE; FP Canada, IAFE (Advocis), CBA, BCREA, CIRO, IAFP, MFDA, IQPF, CIMW &PFP. Specialists in advising Canadian Executors.
CLHIA @CLHIA
2K Followers 3K Following The Canadian Life and Health Insurance Association represents Canada's life and health insurers. Follow @ACCAP_QC for tweets in French.
GAMA Global Canada @GAMA_Canada
458 Followers 153 Following Contributing to more knowledgeable, competent, productive, skilled and recognized leaders in financial advice.
YourDigitalUndertaker @UndertakerTech
905 Followers 674 Following Sharon Hartung of Your Digital Undertaker® is exploring death in the digital age. Digital Executor® - Unraveling the New Path for Estate Planning
Advocis VI @AdvocisVI
184 Followers 135 Following We are the Vancouver Island Chapter of Advocis, The Financial Advisors Association of Canada.
Kirk McMillan @KirkMcMillan1
450 Followers 848 Following President | The Gryphin Advantage National, Canadian-based Managing General Agency, serving Financial Advisors and their clients since 1998.
Gryphin Advantage @GryphinAdv
393 Followers 932 Following National, Canadian-based Managing General Agency, serving Financial Advisors and their clients since 1998.
Nick Giovannetti @NickGiovannetti
226 Followers 464 Following Managing Partner & President @stewartfisherx | Top of the Table member @MDRtweet
Richard S. Pyper @pypes67
23 Followers 59 Following Born in Northern Ireland, moved to Canada and living the dream!Trends for United States
You might like
