Revolutionize Your Financial Brand with Toronto’s Top Agencies
Navigating the world of financial marketing requires more than a creative ad—it takes strategy, compliance, and a partner who truly understands your industry. Whether you’re a fintech startup, a wealth management firm, or a national bank, choosing the right agency can transform your brand’s visibility, trust, and growth. Here are Toronto’s top-rated financial marketing agencies, ranked for their expertise, innovation, and track record in the financial sector.
Why Financial Services Need Specialized Marketing
Financial services are held to a higher standard—and for good reason. Compliance, trust, and complexity are built into the industry, and your marketing agency should know how to navigate it all.
Here’s why a specialized financial marketing agency matters:
- Regulatory expertise – Staying compliant with FSRA, CSA, and FINTRAC is non-negotiable.
- Conversion-focused strategies – From lead gen to nurture, results need to be measurable.
- Data security and privacy – Your agency must understand PIPEDA and modern tracking standards.
- Complex buyer journeys – Financial decisions take time. Marketing must support the full funnel.
- Tech-enabled campaigns – From programmatic ad buying to CRM integration, the best agencies are tech-savvy and performance-minded.
What to Look for in a Financial Marketing Agency
- Deep financial experience (banking, insurance, fintech, or investing)
- Compliance-first approach to data and messaging
- End-to-end services from strategy to execution
- Case studies with measurable ROI
- Clear communication and ongoing performance reporting
- Flexible collaboration—whether you’re a startup or a national enterprise
Top Financial Services Marketing Agencies in Toronto
Welby Consulting
Website: welbyconsulting.com
Location: Toronto, Ontario, Canada
Founded: 2015
Employees: 2-10
Best for: Performance marketing, analytics, and conversion strategy for financial brands
Description:
Welby Consulting leads the pack as Toronto’s top financial marketing agency for data-driven organizations looking to scale sustainably. With a deep focus on PPC, analytics, privacy compliance, and conversion rate optimization, Welby partners with financial institutions and fintech brands to unlock measurable growth across paid and organic channels.
What sets Welby apart is their rare ability to blend regulatory expertise with technical marketing know-how. Their work with wealth management firms, insurance providers, and B2B SaaS finance platforms has driven significant improvements in customer acquisition cost (CAC), revenue attribution, and Google Ads performance—often in as little as 30 days.
Whether you need a full-service marketing partner or a fractional performance strategist, Welby brings clarity, execution, and results.
Key Services:
- PPC & Paid Media Strategy
- Analytics & Tag Management
- SEO for Financial Services
- CRO & Landing Page Optimization
- Compliance-Focused Tracking Implementations
- Digital Strategy Consulting
- Performance Reporting & Dashboards
Industries Served:
- Banks
- Wealth Management
- Insurance
- Credit Unions
- Fintech & SaaS
- B2B Financial Services
- Accounting & Tax Firms
- Mortgage Brokers & Refinancing
Why Choose Them:
- Proven track record increasing conversions while reducing ad spend
- Deep understanding of financial regulations and privacy compliance
- Transparent reporting with Google Looker Studio & GA4
- Trusted by brands like TD Bank, Aviva Insurance
- Disability-Owned business bringing inclusive, innovative thinking to every engagement
Clients Include:
TD Bank
Scotiabank
Royal Bank of Canada
Bank of Montreal
Aviva Insurance
Monarch Money
Case Studies:
Read Welby Consulting’s Case Studies
Ext. Marketing
Website: ext-marketing.com
Location: Toronto, Ontario, Canada
Founded: 2010
Employees: 11–50
Description:
Ext. Marketing is a full-service agency specializing in content-driven strategies for asset managers, insurers, and financial advisors. They focus heavily on producing thought leadership, investor communications, and whitepapers for complex financial products.
Key Services:
- Strategy
- Branding
- Marketing
- Digital
- Investment Communications
Industries Served:
- Banks
- Mutual fund & exchange-traded fund companies
- Boutique investment shops
- Wealth management firms
- Emerging & established hedge fund managers
- Private equity & credit firms
- Insurance companies
- Fintech startups
- Credit unions
- Asset managers
- Venture capital firms
- Real estate investment firms
- Companies raising capital
- Financial advisory firms
- Broker-dealers
- Payment processing companies
Why Choose Them:
- Specialized focus on marketing for financial services.
- Demonstrated ability to effectively manage tough financial communications.
- Strategic insights in consonance with global financial trends.
Clients Include:
Canada Life
Sun Life
Case Studies:
Read Ext. Marketing’s Case Studies
Arnold Street Agency
Website: arnoldstreet.com
Location: Toronto, Ontario, Canada
Founded: 2015
Employees: 11–50
Description:
Arnold Street Media, Inc. specializes in establishing your brand’s identity. Through crafting powerful digital strategies rooted in social media marketing, digital advertising, and customized creative content, our team of passionate specialists ensure that your story is heard.
Key Services:
- Video Production
- Photography
- Content Marketing
- Copywriting
- Graphic Design
- Social Media Marketing
- Influencer Marketing
- Web Design & Development
- Search Engine Optimization
- Email Marketing
Clients Include:
Advantage Platforms
Case Studies:
View Arnold Street’s Recent Work
inBeat
Website: inbeat.agency
Location: Toronto, Ontario, Canada
Founded: 2018
Employees: 50-100
Description:
inBeat is a standout performance creative agency known for its expertise in paid media and micro-influencer marketing.
Key Services:
- Financial Digital Marketing
- Social Media Advertising
- UGC Creation
- TikTok and Instagram Marketing & Advertising
- Micro-Influencer and nano-influencer marketing
- Paid Advertising
Industries Served:
- Financial
- Fintech
- Agencies
Why Choose Them:
inBeat’s unique feature is their specialization in micro-influencer marketing. They partner with the top 2% of content creators, ensuring access to influencers with the highest engagement rates in the financial sector.
Case Studies:
Read inBeat’s Case Studies
Search Engine People
Website: searchenginepeople.com
Location: Toronto, Ontario, Canada
Founded: 2001
Employees: 50-100
Description:
With deep technical expertise and a performance-driven approach, Search Engine People combines data analytics, SEO, and PPC to deliver measurable growth. They also offer extensive resources for financial brands focused on long-term content strategy, website performance, and lead generation.
Key Services:
- SEO Strategy & Technical Audits
- Google Ads & Paid Media Campaigns
- Content Development & Blogging
- Conversion Rate Optimization
- Web Design & UX Strategy
Industries Served:
- Banking & Credit Unions
- Wealth Management & Financial Planning
- Fintech Startups
- Insurance Providers
- B2B Financial Services
Why Choose Them:
- Proven track record with large and mid-sized financial brands
- Full-service digital marketing with in-house experts
- Data-driven strategy with strong lead gen focus
- One of Canada’s first Google Premier Partners
Clients Include:
Scotiabank
Case Studies:
Read Search Engine People’s Case Studies
BrandLume
Website: brandlume.com
Location: Toronto, Ontario, Canada
Founded: 2011
Employees: 11-50
Description:
BrandLume is a Toronto-based agency known for its no-nonsense, flat-rate approach to digital marketing, branding, and web services.
Key Services:
- Brand Strategy & Visual Identity
- Website Design & Development
- Social Media Marketing
- Content Creation
Clients Include:
TD Bank
Royal Bank of Canada
CIBC
Case Studies:
Read BrandLume’s Reviews
Major Tom
Website: majortom.com
Location: Toronto, Ontario, Canada
Founded: 2000
Employees: 50-100
Description:
Major Tom is a full-service agency that’s been purpose-built to help organizations thrive in an increasingly complex landscape.
Key Services:
- Strategic Digital Planning
- Content Marketing
- Chinese Marketing
- Social Media Advertising
Clients Include:
KPMG
Bakkt
Case Studies:
View Major Tom’s Recent Work
Let’s Get Optimized
Website: letsgetoptimized.com
Location: Toronto, Ontario, Canada
Founded: 2008
Employees: 11-50
Description:
Let’s get Optimized specializes in producing tailor fitted digital solutions to Canadian and American small & medium businesses.
Key Services:
- Search Engine Optimization
- Web Design
- Pay-Per-Click Advertising
- Social Media Marketing
Case Studies:
Read Let’s Get Optimized’s Case Studies
Asset Digital Communications
Website: assetdigitalcom.com
Location: Toronto, Ontario, Canada
Founded: 2016
Employees: 2–10
Description:
Asset Digital Communications supports small to mid-sized financial businesses with lead generation, LinkedIn marketing, and digital advertising. A solid fit for firms looking to dip their toes into digital.
Key Services:
- Strategy & Consulting
- Lead Generation
- Search Engine Optimization
- Content Marketing
- Social Media Marketing
- Pay Per Click Advertising
- Web Design & Development
- Email Marketing
Clients Include:
National Bank Financial Wealth Management
Case Studies:
Read Asset Digital Communications’ Case Studies
Brand & Mortar
Website: brandandmortar.com
Location: Toronto, Ontario, Canada
Founded: 2011
Employees: 11–50
Description:
A well-known Toronto agency with clients in fintech, SaaS, and real estate, Brand & Mortar offers full-service branding and digital marketing with custom campaign strategies and social media execution.
Key Services:
Web Design, Social Media, Video Marketing, Brand Identity, SEO
Clients Include:
Marygold & Co.
Case Studies:
Read Brand & Mortar’s Case Studies
Final Thoughts
Choosing a marketing partner in the financial space isn’t just about flashy ads—it’s about trust, strategy, and performance. Whether you’re looking to scale lead gen, improve attribution, or prepare for a privacy-first future, partnering with an agency like Welby Consulting ensures you have the tools, insights, and compliance expertise needed to grow confidently in 2025 and beyond.
Looking to grow your financial brand with the best in the business?
Contact Welby Consulting for a free discovery session.
