Find everything you need to thrive in the ever evolving fee-based financial planning industry. Join a community of the best financial planners in Canada who come together to collaborate, learn, save and grow their businesses.
Financial Planning Syndicate members place tremendous emphasis on aligning themselves with the right
community. To be a part of something meaningful.
Our progressive community, one that is devoted to furthering financial planning best practices for the betterment of its members, is paramount to our members success.
Align your financial planning career with a Canadian Financial Planning Syndicate that was built around supporting your needs as a professional financial planner.
Members of The IRONSHIELD Financial Planning Syndicate™ benefit from the most complete, fee-based financial planning brand in Canada to support their financial planning career.
The Genie™ For Financial Planners technology platform provides automated turn-key lead generation campaigns, a proven fee-based financial planning sales process and a progressive financial planning delivery process that fully supports the needs of the financial planner.
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If you’re a comprehensive financial planner and have already built a successful brand you can benefit from The CANi Financial Planning Syndicate “white label” program.
Membership in this community allows you to continue to use your brand while utilizing the proven fee-based financial planning business platform, allowing you to capture all of the benefits of the syndicate, but under your own brand with your own logo.
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The Genie™ For Financial Planners
A technology platform developed by financial planners for financial planners. The Genie™ is built on the world’s leading CRM solution (Salesforce.com). It’s designed specifically to meet the marketing, sales and fulfillment needs of the comprehensive, fee-based financial planner.
- An Automated Education Based Direct Response Online Marketing Engine
- Turn-key Proven Niche Marketing Campaigns
- A Successful Fee-Based Financial Planning Sales Process
- A Profitable Financial Planning Fulfillment Process
Implementation Solutions
Our financial planning syndicate members are immediately equipped with Best In Class
discretionary investment and insurance solutions.
- Best In Class Investments
- Highest Payout Insurance MGA
Financial Planning Syndicate Community
Real-time interaction provides you with advice when you need it, and how you need it.
- The IRONSHIELD Financial Planning Top Guns Network™
- The IRONSHIELD Financial Planning Academy™
- Branch Territory Protection Program™
