About Us

A breakthrough in client communication

Not long ago, clients read what you sent them.

Today that's changed.

In the You Tube world we live in, many investors would prefer to hear from a portfolio manager directly.

And instead of reading an article on tax saving or estate planning strategies, more and more Canadians would rather watch an expert discuss the topic.

Clientinsights.ca was developed in response to these changes - to deliver information in the form that investors want to receive it.

It provides over 150 short video interviews, each about 4 to 6 minutes - you can email them or watch a video along with clients to start a meeting.

No matter how you use it, Clientinsights.ca is designed to help you take client communication to a higher level.

Dan Richards

Founder and CEO, Clientinsights.ca