Locations / Oshawa, Ontario

Financial advisor marketing in Oshawa

Oshawa is Durham Region’s largest city, with deep roots in the auto industry, a growing university, and many young families moving east from Toronto.

Book a meeting→ SEO, seminars, social and email

What makes financial advisor marketing in Oshawa different

Pensions and early retirement
Many auto and manufacturing employees have defined benefit pensions and decisions to make about retiring. Content on those choices connects strongly.
Families moving from Toronto
Young families come for more affordable homes and are looking for their first advisor.
Paid ads work well here
A combination of Meta and LinkedIn ads and SEO has produced strong results for Oshawa advisors we work with.

How we help Oshawa advisors grow

For financial advisors, planners, wealth managers and insurance advisors who want more of the right clients in Oshawa.

SEO & AEO/GEO

Local SEO in Oshawa

Rank for searches like “financial advisor Oshawa” in Google and Maps, and get recommended when people ask ChatGPT or Gemini for an advisor in Oshawa.

SEO & AEO/GEO →
Seminars & webinars

Fill the room

Topics that resonate here include pension and early retirement decisions, saving for children’s education and retirement income planning. $2,000 per seminar, or book 4 in 12 months and save 10%.

Seminar marketing →
Paid ads

Reach people now

Google, Meta and LinkedIn ads that put your practice in front of auto and trades workers, young families and retirees in Oshawa and nearby.

Paid ads →
Social media

Stay visible

Compliance-approved posts on LinkedIn, Instagram and Facebook that keep you top of mind with Oshawa clients between meetings.

Social media marketing →
Email

Stay connected

A monthly email from you that tells clients and leads what matters to them, so they don’t have to work it out on their own.

Email marketing →
Multiple offices

Rank in several cities

If your practice serves Oshawa and other cities, Level 3 SEO covers multiple locations and niches in one plan.

See search plans →

Results from advisors we work with

$1M
client for an advisor in the first week after launch
$3M
in combined AUM from six new clients in Oshawa, from Meta and LinkedIn ads and SEO
19
seminar registrations in under a week, plus a second date
“The outcome was great with 5 leads from the SEO alone and (so far) 30+ leads from the Meta campaign in less than three months. 10/10 would recommend.”
Conor Amyot, financial advisor, Oshawa, Ontario

Results vary by market, niche and follow-up.

Also serving advisors nearby
TorontoPeterboroughBellevilleAll locations →

Questions from Oshawa advisors

Do you have results from Oshawa?+

Yes. An Oshawa advisor we work with generated 86 leads and six new clients worth about $3M in combined assets under management from Meta and LinkedIn ads and SEO. Read the case study.

How much does SEO cost for a financial advisor in Oshawa?+

Search plans start with a one-time $2,250 setup. Level 1 ($750/month after a one-time $2,250 setup) suits most practices here. Level 3 ($3,800/month) is for practices that want to rank in several cities. Every plan includes AEO/GEO for AI search.

How much does it cost to promote a seminar in Oshawa?+

Seminar and webinar promotion is $2,000 per event, plus an ad budget set with you based on your market and goals. Book four over the next 12 months and save 10%: $7,200 instead of $8,000.

Do you need to be based in Oshawa to work with me?+

No. We work with advisors remotely, wherever they’re based. During setup we research Oshawa search results, competitors and audiences so your marketing reflects the local market.

Want a steadier flow of qualified prospective clients?

Book a meeting and tell us about your practice in Oshawa. We’ll show you where you stand in local search and what would help most.

Book a meeting