What We Do
Finaeo helps financial advisors win in a digital era. By streamlining the administrative process from prospect-to-purchase, Finaeo helps financial advisors reduce the burden of manual paperwork and old processes. Instead, Finaeo helps advisors spend time on what matters; building real relationships with their clients and never letting anything fall through the cracks.
Who We Are
We’ve got deep expertise in insurance (amongst other things)! The team at Finaeo has the right combination of domain expertise in all parts of the insurance supply chain. With a proven track record of success in the field of financial services, we truly understand our client’s problems and are passionate about finding solutions.
Our Team
Aly
Co-Founder & CEO
Donald
Co-Founder & CCO
Aaron
Co-Founder
Jonathan
Head of Growth
Steven
Head of Advisor Success
David
Platform Success
Abhi
Full Stack Developer
Greg
Sales Director
Ron
Full Stack Developer
JC
Chief Operating Officer
Sam
Web Developer
Darlene
Bionic Advisor
Lee
VP of Engineering
Board of Directors
Omar Dhalla
Element AI
Christian Lassonde
Impression Ventures
KJ Singh
Igan Partners
Blog
![[PODCAST] 10 Triggers For Your 10X Sales](https://finaeo.com/wp-content/uploads/2018/03/ADVISOR-ADVANTAGE-3000x3000-1080x675.png)
It’s Time For Financial Advisors to Become Bionic Advisors – Are You Ready?
It's Time To Become a Bionic Advisor - Are You Ready? by Jonathan Bega “The Fourth Industrial Revolution is still in its nascent state. But with the swift pace of change and disruption to business and society, the time to join in is now.” Gary Coleman, Global Industry...
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Community Focus: Jon Corrigan & How Financial Advisors Must Evolve to Survive
Community Focus: Jon Corrigan & How Financial Advisors Must Evolve to Survive by Jon Corrigan, edited by Jonathan Bega Today, we are doing an exciting blog written by Finaeo friend, Jon Corrigan. Jon co-owns Corrigan Financial and is a group benefits consultant...
read moreFor press inquiries, please contact our PR Team [email protected]
ADDRESS
Unit 400-1087 Queen St W,
Toronto, ON M6J 1H3
Toronto, ON M6J 1H3
PHONE
+1(604) 488.9677
