The intelligence layer on Canadian financial advisors
150+ data points per advisor. AI-scored. Continuously refreshed. Every dealer firm, every registered advisor, and every meaningful market move in one lighter, sharper workflow.
- 86
- Dealer firms
- 150+
- Data points
- Live
- Updates
Advisor snapshot
Sarah Chen
RBC Dominion Securities, Toronto
Why Advisor411
Not another static database
The Canadian advisor landscape changes daily. Your intelligence should too.
Registration changes, firm transfers, credential updates, and market shifts are monitored continuously instead of appearing in stale annual snapshots.
Composite scores, confidence ratings, and derived signals turn raw records into something distribution and recruiting teams can actually act on.
The models, coverage, and workflows reflect the Canadian regulatory and dealer-firm landscape instead of forcing a US-centric tool into a different market.
Advisor Intelligence
Every advisor, deeply profiled
Rich profiles with 150+ data points, composite scores, and updates that keep pace with the market.
RBC Dominion Securities
- Location
- Toronto, ON
- Est. AUM
- $215M
- Confidence
- 97%
- Signals
- 162
National Bank Financial
- Location
- Montreal, QC
- Est. AUM
- $145M
- Confidence
- 84%
- Signals
- 148
Richardson Wealth
- Location
- Vancouver, BC
- Est. AUM
- $310M
- Confidence
- 91%
- Signals
- 158
Built for Two Audiences
Distribution teams and recruiters
Different workflows, same need: a clearer and more current view of the advisor market.
Stop guessing which advisors are worth your time. Filter by the things that actually matter and stay on top of advisor movements as they happen.
- Advisor segmentation and targeting
- Real-time firm transfer alerts
- Book of business intelligence
- Credential and designation tracking
Know which advisors are worth pursuing before you pick up the phone, with scores that factor in credentials, compliance, book size, and trajectory.
- Scored candidate profiles
- Compliance and regulatory screening
- Career trajectory analysis
- Competitive talent-flow intelligence
Get started
Ready to see the full platform?
We will walk you through the workflows, scoring logic, and coverage layers tailored to your team.