For someone looking for financial advice
Use the site as a research and discovery tool. Start with the planning need, then review published advisor information and verify important details directly.
Search by need
Explore retirement planning, business succession, estate and legacy planning, life transitions, high-net-worth needs and other planning topics.
Explore by location
Browse advisors by province, city and the Canada map to narrow your research geographically.
Review published evidence
Read source-linked advisor information. Search position is not a quality score, recommendation or endorsement.
For an Assante advisor
The Professional Listing area separates three different advisor workflows.
Claim an existing listing
Identify a profile already in the directory, save the claim request, then continue to Stripe for the CAD $19.95/month subscription.
Add a new advisor listing
Submit a richer profile including biography, designations, location, services, planning areas, client focus and supporting public sources.
Update an existing paid listing
Existing subscribers can submit additions and corrections without buying another subscription.
How a paid signup is connected
Save advisor information
The site creates an internal request before checkout.
Continue to Stripe
Stripe handles the secure recurring subscription checkout.
Stripe confirms
The signed webhook returns the customer and subscription state.
Match the exact request
The request ID is the primary link between the saved advisor request and the Stripe subscription.
What AssanteAdvisors.com keeps
- Advisor identity and professional email
- Claim, new-listing or update request ID
- Advisor/profile and public website URLs
- Professional biography and listing information
- Requested changes and supporting sources
- Review and approval status
What Stripe handles
- Recurring CAD $19.95 monthly charge
- Card and payment details
- Stripe customer and subscription IDs
- Payment success or failure
- Subscription status and cancellation
How advisor information reaches the search and vector system
Public form submissions do not write directly into the live vector database. That is a deliberate quality-control rule.
Submit
An advisor sends a claim, new listing or update.
Verify
The request is stored privately and, where required, linked to the Stripe subscription.
Review
The professional information is reviewed before publication.
Prepare for import
Approved create/update records are normalized into a controlled vector-import queue.
What payment does - and does not - buy
The subscription supports
- Claiming or establishing the advisor listing
- Submitting current professional information
- Ongoing listing maintenance while subscribed
- A controlled review path for additions and corrections
The subscription does not buy
- Higher organic search placement
- A recommendation or endorsement
- Suitability claims
- Preferential editorial treatment
- A guarantee every submitted statement will be published
Frequently asked questions
Does an advisor need a login?
No. The current design uses professional identity information, a unique request reference and Stripe subscription data instead of a separate account dashboard.
Can an existing subscriber update information without paying again?
Yes. The update workflow validates the current subscription and links the change to the existing listing.
Does paying guarantee publication?
No. Advisor-submitted information is still reviewed before publication.
Can a paid advisor buy a better search position?
No. The Professional Listing subscription does not buy ranking, recommendation, endorsement or preferential treatment.
Does the site provide financial advice?
No. It is an independent information and discovery directory.
Ready to use the platform?
Search the advisor directory as a visitor, or open the Professional Listing area to claim, add or maintain a listing.