Money Ideas is the quarterly client newsletter service for Canadian financial advisors – created by some of the most seasoned financial advisor marketers in the business. It’s designed to enhance your professionalism, promote your personal brand, and build deeper client relationships through regular communications.

Powerful Financial Content, Minimal Effort

  • MULTIPLE FORMATS. It comes in three formats: print, PDF, and email, each offering unique benefits for you and your client.
  • TWO VERSIONS. An ‘Investing’ version ideal for IIROC licensed advisors, and a ‘Mutual Fund’ 1 version optimized for MFDA advisors so you’ll have communications that support your business.
  • ENGLISH & FRENCH. The Investing version of Money Ideas is available in both languages.
  • HELPFUL CONTENT. The ‘compliance-friendly’ content is timely and seasonal and is prepared to support your relationship with clients. Articles are designed to peak clients’ interest and the ‘call-to-action’ always drives them to start a conversation with you.
  • PROFESSIONAL & MODERN DESIGN. Money Ideas showcases a sleek design aligned with your professional image. Tailor it to your brand with personalized elements such as photos, logos, contact info, custom titles, and messages.
  • MORE MARKETING SUPPORT. Every issue includes a FREE sample client cover letter that you can personalize and include in your mailouts for a complete and professional package.
Money Ideas

Program Details

Print PDF Email
Starting from
$1.65 per copy 		Starting from
$165 per issue 		Starting from
$300 per issue
  • Personalized branding
  • Compliance-friendly content
  • Printing, folding, & delivery
  • Personalized branding
  • Compliance-friendly content
  • Personalized branding
  • Compliance-friendly content
  • Professional HTML design
  • Automatic deployment
  • Personalized content hub
  • Detailed reporting

For teams of 3 or more advisors, please contact us to inquire about discounted pricing.

How it Works

Following initial set up and personalized branding.

Print PDF Email
  • Receive a preview of the print newsletter.
  • Review and approve content and provide order details.
  • Receive printed newsletters in the mail.
  • Receive a preview of the PDF newsletter.
  • Review and approve content.
  • Receive an email with the final PDF version.
  • Receive a preview of custom email and newsletter content.
  • Review and approve content.
  • Send us the client recipient list.
  • E-newsletter is sent to your client list on your behalf.
  • Receive a detailed report.

Ordering Schedule

Issue Order by Delivery
Q1 – Winter Early December Early January
Q2 – Spring Early March Early April
Q3 – Summer Early June Early July
Q4 – Fall Early September Early October
Order Next Issue

1 The Mutual Fund edition is written primarily to support MFDA-licensed advisors who wish to communicate to their clients with useful mutual fund and mutual fund investing content. We attempt to prepare it to be considered for co-op funding by Mutual Fund companies. Jackson Advisor Marketing makes no promise or guarantee as to the availability of funding or suitability of any issue of the newsletter for funding. Any agreements on co-op funding are entirely a matter for the advisor, their dealer and the fund company itself.