Who We Are
At Smart Advisor, we believe every Canadian deserves access to expert financial guidance—without barriers, hidden fees, or sales pressure. Our platform matches you with licensed and regulated financial advisors in your province, giving you the confidence to make smarter money decisions.
What We Do
We take the guesswork out of finding the right advisor. Whether you’re planning for retirement, growing your investments, or building a tax-efficient strategy, Smart Advisor connects you with experienced professionals who will create a personalized financial plan for free.
- Free - Portfolio Evaluation – Get an expert’s perspective on your current investments.
- Custom Financial Plan – Tailored strategies designed around your goals and lifestyle.
- Top Advisors, Vetted & Licensed – Work only with qualified professionals regulated in Canada.
