Regardless of whether you’ve started a firm, joined a firm or have become a sole proprietor, there are several things you can do to establish your brand and grow your business with help from Field Marketing.

Review these helpful resources 

  • Review this guide to marketing your business (Advisor site | Your Key Connection). This will help spark ideas and give you practical tips on creating effective marketing campaigns. 
  • Follow these compliance best practices (Advisor site | Your Key Connection) when creating social media profiles, posts, videos, podcasts, newsletters, emails and any other ways you want to connect with your clients and prospects. 
  • Send your mutual fund marketing pieces to Quadrus Compliance for review. 
  • Order self-branded business cards and interior signage here in this communications toolkit (Advisor site | Your Key Connection).  
  • Even if you’ve recently become a sole proprietor, you can still explore starting or joining a firm. Refer to the Advisor brand toolkit to learn more about your brand and firm structure options. 
  • Access Canada Life branded insurance and wealth marketing materials on Combined strengths. 

Access effective marketing tools to promote your brand your way

Digital Agent

$50/month + tax

An easy-to-use website platform to help you market your business, offering you a robust content library to publish and share with clients and prospects, lead generation capabilities, search engine optimization and insightful analytics.  

Note: As a Canada Life branded advisor, you are required to use Digital Agent for your website. 



A self-serve site where you can download, personalize or customize compliant marketing materials within minutes for use on your website, social media, client emails or to send to your printer.  

Note: Field Marketing can only offer the materials available in DOX. Custom work cannot be fulfilled for Canada Life branded advisors. 


Contact for more information

Push curated company content to your own social networks from one place, offering a library of pre-approved social content that you can share to help build your own professional social presence. 

Custom support 

Grow your business with Field Marketing consulting services. We’ll help you create compelling marketing materials and campaigns that reflect your brand and attract prospects. When your marketing efforts are supported by our team, you can invest more time meeting with clients and managing your business. 

We help established firms: 

  • Analyze, build or launch a comprehensive marketing strategy 
  • Discover new marketing opportunities for your business and how to tap into those 
  • Explore additional resources and tools that will help accelerate your business growth 
  • Create custom marketing materials to further promote your brand 

Have questions about our support and services? Please email Field Marketing.