Websites Designed for Financial Professionals
With FinaSite Web Design, your website becomes a 24/7 digital storefront and a true business tool. It reflects your practice, respects your compliance framework, and keeps working for you—even while you’re in meetings with clients.
Our goal is simple: turn your online presence into a powerful way to target, connect, meet, and grow.
Why Is a Website Essential for a Financial Advisor?
A website is more than just a business card.
It’s…
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A reliable and accessible platform to clearly present who you are and what you do
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A reassuring reference point for clients—even before the first meeting
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A space to explain your services, your value, and your unique approach
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A direct path from “I found you online” to “When can we meet?”
The clearer and more relatable your website is, the more it attracts clients who align with your values and your way of doing business.
TARGET, COMMUNICATE, MEET,
AND GROW.
Style !
YOUR SITE,YOUR
Your website should reflect who you are, not just your services.
With FinaSite Web Design, there’s no one-size-fits-all template. We create a custom site based on:
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Your personality
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Your ideal clientele
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Your communication style
Whether you prefer something classic or bold, minimalist or visual-heavy, your website will support your credibility and your authenticity.
This isn’t “just another advisor site.” It’s your brand, your story, and your unique practice—online.
What Our Clients Are Saying ?
Marketing Tools
A User-Friendly Management Interface for Your Marketing
Every FinaSite site includes an intuitive interface designed specifically for financial professionals.
With just a few clicks, you can:
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Update any section of your content
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Publish a blog post connected to your social media
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Highlight a new offer or section
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Manage your contact forms and chatbox
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Enable online appointment bookings
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Link to your email campaigns and newsletters
Save Time. Stay in Control of
Your Message.
Build lasting relationships with your clients and grow your practice.
Our role is to deliver a ready-to-use website, backed by a clear and user-friendly platform to support your daily marketing efforts.
3 Plans Available!
No matter which plan you choose, you’ll get a full-featured, compliant website tailored for the financial industry.
All FinaSite packages include:
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A professional site structure: Homepage, Services, About You, Contact page
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Copywriting of all content + colour and font choices based on your brand
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Search engine optimization (SEO) configuration based on your target markets and sectors
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Legal disclaimers, privacy policy, and terms of use
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Submission to your MGA compliance department + required revisions
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Full alignment with Canadian and provincial marketing and privacy laws
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Logo creation (if needed)
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Final site delivery within 15 business days after all content is received
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Find Your Color
Build Your Brand
This form allows you to tell us about your needs so we can recommend the most appropriate FinaSite service for your website or digital marketing project.
Please check the options that apply to your situation and briefly describe your request in the “Tell us more about your request” section.
Filling out this form does not commit you to anything; it’s simply a way to start the conversation with the Maxomsoft team.
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If needed, contact us directly by email or phone. You may withdraw your consent at any time electronically.