Consultation booking flows with qualifying questions about needs and assets. Built for financial advisors, accountants and wealth managers. Plans from CA$2,000/month. Serving businesses across Canada with pricing in CAD.
Brands that trust NextAxis Digital
People choose a financial advisor, accountant or wealth manager on trust and expertise. Consultation booking flows with qualifying questions about needs and assets.
Everything included in your plan — planned, delivered and reported every month.
Who your best customers are and where to reach them.
Focused pages and forms for each offer.
Search, social and outreach working together.
Questions and scoring that filter out time-wasters.
WhatsApp, email and CRM alerts so you respond first.
Every lead tracked to its source.
We build your Lead Generation around the real searches financial advisors customers make — for example:
Marketing follows financial promotion rules in your market — for example SEC/FINRA in the USA, FCA rules in the UK and SEBI rules for investment advisers in India — and avoids promising returns.
Local pricing in CAD, Canadian English (and French on request), and work done to Canadian rules and standards.
Canada’s federal privacy law for personal information.
Canada’s anti-spam law — strict consent rules for commercial emails and messages.
Additional privacy requirements for Quebec.
India is 9½ to 13½ hours ahead of Canada, so work moves forward overnight and is ready for your morning. Calls are scheduled in your business hours.
Transparent plans for financial services firms, shown in your currency. Start with the plan that fits and upgrade as you grow.
Advertising budgets are billed separately. Lead volumes vary by industry and market. Prices are in US Dollar (USD) and exclude applicable taxes.
Need a custom package? Talk to usWe review your current lead generation and your competitors.
A plan built for financial services firms, with targets you agree to.
We set up tracking, build what is needed and go live.
Weekly improvements based on real results.
A clear monthly report and next month’s plan.
Real brands we work with — no invented clients or numbers.
How a health and wellness brand turned organic search and Amazon into steady, ad-free sales channels.
How we run search, social and paid social for a New Delhi travel and forex company to bring in a steady flow of traveller enquiries.
Read Case Study
How we act as the full digital marketing team for VH Lifestyle India Pvt. Ltd. — strategy, search, social, ads and reporting under one roof.
Read Case StudyStill have questions? Our strategists reply within one business day.
Yes. In many countries Google requires financial services verification first; we help you through it and keep ads within the rules.
Yes — clear, accurate guides that your team reviews before publishing.
Our Lead Generation plans start from CA$2,000/month (Startup), CA$4,000/month (Growth) and CA$8,000/month (Enterprise), shown in your local currency. Your proposal confirms the exact scope.
Yes. We work with financial services firms in the USA, UK, Canada, Australia, the UAE, Singapore and India, with pricing in your currency and calls in your time zone.
We focus on what matters to financial services firms: consultations booked, cost per qualified lead, assets or retainers won, expert content rankings — reported every month.
Tell us about your business and goals. We’ll send a tailored Lead Generation plan with pricing within 24 hours.
Takes under a minute. We reply within 24 hours.