Your prospects look you up before they ever call.
In a competitive Vancouver market, your website is often the first — and only — impression you get to make. High-net-worth clients, business owners, and families don’t choose an advisor blindly.
I build professional, compliant, lead-generating websites for financial advisors and MGAs — fast.
Trusted by
- RBC Insurance
- Pacific Blue Cross
- Pacific Place Group (MGA)
- Canada Financial (MGA)
- BCAA
- HSBC
- ICBC
Book a Free Consultation
Tell me a bit about your practice. I’ll be in touch soon. You’ll also receive the Canadian Advisor’s Digital Marketing Guide.
One clear path to a professional, compliant website.
Everything you need to get found online — built on WordPress, optimized for mobile, and structured to turn visitors into qualified leads.
Theme-Based WordPress Build
Fast, professional, and compliance-ready
Included: BONUS
· SEO & AEO Optimization · Search Engine Traffic · AI Answer Traffic
Designed for financial advisors and small businesses that need a fast, professional online presence without heavy customization. One focused page. Five clear sections. Built to convert.
- WordPress setup with a premium Elementor-based theme
- 5 sections on one page, built with your content
- Branded colour palette and typography customization
- On-page SEO & AEO (meta tags, structure, image optimization)
- Contact form above the fold + second form at page bottom
- Fully mobile-responsive design and optimization
- Social media icon integration
- 2 rounds of revisions
Five things and we begin immediately.
I keep the onboarding simple so we can move fast. Here’s all I need to get your project started.
Domain & Host
Your web address and hosting provider
Written Content
Or I can write it for you — ask about copywriting
Logo & Brand Assets
Your logo files, colours, and fonts
Photos
Professional headshots and any supporting imagery
40% Deposit
Secures your project start date
A proven process — no surprises.
I follow a seven-step framework that keeps your project on time, on budget, and on brand. You’ll know exactly where things stand at every stage.
Project Definition
Goals, audience & competitive brief
Project Scope
Deliverables, integrations & timeline
Site Architecture
Sitemap, nav & calls to action
Visual Design
Desktop & mobile homepage first, then remaining sections
Development
Built in WordPress — layouts, forms & responsive design
QA & Testing
Multi-device & browser testing on a staging server
Launch
Go live — quick adjustments addressed right away
A marketing consultant who speaks your language.
I’ve been a marketing and financial copywriter since 2001 — working inside insurance, wealth management, mortgages, MGAs, and regulated industries across Canada. I understand the compliance environment, the client psychology, and what it takes to build trust online in a regulated profession.
Your website won’t just look professional. It will sound like you. It will feel trustworthy. And it will meet the standards your industry requires.
Financial Copywriting
Financial planning · Life insurance · Health insurance · General insurance · Mortgages · Real estate — written to convert and built to comply.
Compliance-Aware
All copy is reviewed against BC financial services regulations before going live. No surprises after launch.
Local Market Knowledge
Deep understanding of the Vancouver, Lower Mainland, and broader BC financial services landscape — and who your clients are.
Let's build a website that works as hard as you do.
Your online presence should support your business — not hold it back. Fill out the form and I’ll be in touch within one business day.