Websites designed specifically for financial services professionals.
With FinaSite Web Design, you get a website that reflects who you are, aligns with your professional standards… and works for you — even while you're in client meetings.
Our goal: Turn your online presence into a powerful tool to attract, communicate, meet, and grow.
Why is a website essential for a financial services professional?
A website is more than just a business card.
It’s…
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your storefront, open 24/7.
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your first prospecting filter.
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your space to clearly explain your value.
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a tool to book meetings with the right clients.
For a financial services professional,
a great website…
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builds credibility.
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reassures clients even before the first meeting.
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answers the basic questions (who you are, what you do, who you do it for).
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makes it easier to go from “I found you online” to “When can we meet?”
The clearer, more human, and more structured your website is, the more it helps attract clients who connect with you — and who already understand your approach.
ATTRACT, COMMUNICATE, MEET,
AND GROW.
Our slogan sums up exactly what your website should do for you.
Attract
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Attract the right people, in the right place (see SEO section).
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Be found by individuals actively looking for a professional like you in your region.
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Use language that resonates with your target audiences.
Communicate
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Clearly explain what you do and how you help.
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Reassure visitors with a human, approachable, and professional tone.
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Answer basic questions before they even pick up the phone.
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Your website should include simple ways to get in touch (live chat and other tools).
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A blog connected to your social media platforms is a must-have.
Meet
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Make booking a meeting just a few clicks away.
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Guide users toward an action — call, write, or schedule an appointment.
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Show what happens after they reach out to you.
Grow
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Turn your website into a business development tool.
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Support long-term prospecting.
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Show, once again, what happens after they’ve made contact — clarity builds trust.
The direct connection to your prospecting
A well-designed website becomes a true ally in your business development:
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Every business card, email, or social media post leads back to your site.
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Your explanations get simpler: “Check out the retirement section — it’s all explained there.”
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Your existing clients can easily share your site with their friends and family.
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Your new referrals arrive better informed from the start.
Designed to Match Your
Style !
Websites designed specifically for financial services professionals.
With FinaSite Web Design, you're not forced into a template — we create an online presence that reflects you, your personality, your clientele, and your communication style.
Whether minimalist or highly visual, classic or bold, subtle or full of colour — every style has its place, as long as it supports your credibility and fits your reality as a financial services professional.
We work with you on colour palettes, typography, visuals, and layout to build a cohesive universe that truly feels like your own.
In the end, your website won’t look like “just another advisor site” — it will reflect your practice, your story, and your unique way of guiding clients.
Marketing Tools
A User-Friendly Management Interface for Your Marketing
Every website we create comes with a simple, user-friendly interface, specifically chosen for financial services professionals.
With just a few clicks, you can edit text, publish a blog post, add a new section, or highlight a special offer — no technical skills required.
Your website becomes the hub of your prospecting efforts: integrated blog (planned and linked to your social media), mobile app to manage your content, contact forms, online appointment requests, newsletter integration, email campaigns, and social media — all in one unified and intuitive platform.
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 complete website designed specifically for financial services professionals.
All FinaSite Plans (A, B, or C) Include the Following:
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Clear site structure: Home page, “Services” section, “About” page, and “Contact Us” form.
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Text writing and selection of colour palette and fonts to match your brand.
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Optimized configuration for search engines (SEO).
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Selection of hosting plan and options.
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Integration of legal notices, privacy policy, and terms of use.
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Submission of your site to your compliance department (MGA) and adjustments as needed.
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Compliance with applicable Canadian and provincial laws on marketing and personal data protection.
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Your website will be delivered within 15 business days after we receive all required materials from you.
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All plans include logo creation if needed.
Plan C
STRONG START
Ideal for laying the foundation of your online presence, this plan gives you a clear, professional, and trustworthy website that reflects your brand.
What This Plan Adds:
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Structured homepage with static visuals and a professionally written welcome message
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“Services Offered” section to showcase all your services
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“Affiliations” section, if needed
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Visible “Contact Form” section for easy communication
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Quick-access buttons to your client portal, financial plan, and social media
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“About You” page with your photo (or your team’s), story, mission, and vision
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Single-language site, in either French or English
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Blog connected to your social media platforms
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Live chat box (ChatBox)
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Booking page synchronized with Outlook or Google Calendar
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Technical support and platform assistance for 3 months
Plan B
Digital Growth
Designed for professionals ready to take it to the next level, this plan includes practical marketing tools.
What This Plan Includes, in Addition to Plan C:
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PInteractive homepage (image, video, or slideshow)
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Individual pages for each service (up to 4) instead of a single “Services” page
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Professionally written content to highlight each service
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Single-language site (French or English), bilingual option available
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Technical support and marketing platform assistance for 1 year
Plan A
Maximum Reach
For those who want to fully own the digital space and focus on turning visitors into clients.
What This Plan Includes, in Addition to Plans B and C:
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Unlimited individual service pages
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FAQ section on each service page
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Client area with tools, downloadable documents, and all required pages
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Fully bilingual site, in both French and English
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Custom downloadable PDF document (e.g., service offer), up to 8 pages
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Technical support and marketing platform assistance for 2 years
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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Please do not share any personal or confidential information through this form.
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