Using CIRO · CSA · OSC compliant AI acquisition infrastructure — built specifically for the post-MFDA Canadian wealth management landscape.
No cold calls. No seminar budgets. No dependence on any single referral source.
Over 75% of Canadian small business owners plan to exit their businesses within the next decade. The average transaction value is $1.5M–$4M. These are not passive investors — they are newly liquid, tax-motivated, and actively searching for a portfolio manager who understands their situation.
The problem: they are searching online, and most advisors are invisible there. A static bio page on your firm's website is not a funnel. A LinkedIn profile with no outreach system is not a pipeline.
The advisors who will win the next decade are the ones who build a systematic, compliant digital acquisition infrastructure before the wave peaks — not after.
Ready to stop being invisible to the clients you should be serving?
If a business owner Googles your name tonight, does what they find reflect the quality of what you actually manage?
How many financial planners in your network know they can refer their clients' investable assets to you and collect a trailing fee — and how did they find out?
If your best referral source stopped sending you business tomorrow, what's your backup?
LeadBurst solves all three — the presence, the planner pipeline, and the predictability.
Every ad, landing page, and email is built as a static approval packet submitted to your CCO before anything goes live. No surprises. No regulatory exposure. Full documentation trail.
AI-assisted LinkedIn and paid social campaigns targeting incorporated business owners, pre-retirees, and financial planners — the exact profiles most likely to convert to your specific offer.
Prospects answer a qualification sequence before they can book. You only speak to people who meet your AUM threshold, have a specific trigger event, and are actively looking for a PM.
Automated SMS and voice follow-up sequences that re-engage no-shows and cold leads within minutes — not days. The 5-minute window is closed automatically.
A separate outreach system targeting CFPs and QAFPs who are CIRO-registered but not managing investments — positioning you as their preferred PM partner for a documented trailing fee arrangement.
Everything runs on your subdomain, under your brand. The funnel is yours to keep. No platform lock-in, no shared leads, no vendor dependency.
Book a 30-minute strategy call and we'll map exactly which of these 6 components will move the needle fastest for your specific niche and AUM target.
Book My Strategy Call →LeadBurst is built for CIRO-registered portfolio managers and investment advisors in one of two situations:
You have a differentiated investment strategy — commodities, option overlays, alternative allocations, tax-efficient structures — but your acquisition is referral-dependent and you have no systematic way to reach incorporated business owners who are actively planning a liquidity event, pre-retirees or retirees with large investable assets.
You have a PM registration and a strong investment process, but you need a systematic way to reach CFPs and QAFPs who are CIRO-registered, doing planning work, and looking for a PM partner to handle the investment management side under a documented NI 31-103 referral arrangement.
The compliance packaging alone was worth it. Every creative went through our CCO without a single revision request. That's never happened before with any marketing vendor.
I had tried seminars, webinars, and referral programs. LeadBurst was the first system that actually put pre-qualified incorporated business owners on my calendar consistently.
The planner referral pipeline was the piece I didn't know I needed. Within 60 days we had three CFPs sending us qualified referrals under documented NI 31-103 arrangements.
On this 30-minute call, we will map your current acquisition situation, identify the highest-leverage opportunity in your specific niche, and show you exactly what a compliant LeadBurst build would look like for your firm — including a cost estimate and a 4-week delivery timeline.
We limit onboarding to 4 new advisor clients per quarter to ensure every build receives full strategic attention. Once spots are filled, the next intake opens in Q3.