Build Long-Lasting
Customer Relationships
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Trusted by Financial Advisors
Maximizer has partnered with thousands of financial advisors across Canada to build a CRM solution that aligns with your specific needs.
See what financial advisors are saying about Maximizer
For over 3 decades, Maximizer has helped financial advisors across Canada grow their book of business.
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Give us 30 minutes and you will know whether Maximizer is right for you.
Ready to connect?
Discover how Maximizer can help
grow your business.
Why Maximizer?
Maximizer CRM for Canadian Financial Advisors helps you to focus on what matters most. Your clients.
“Maximizer allows me to set follow-up reminders and makes it easy to log communication with my clients. From saving emails, attachments, and logging phone calls and emails, Maximizer has been a tool we have utilized in our practice for years.”
— Jillian C.
Get Started Quickly
Stay organized, forge lasting client relationships, ensure compliance, automate tasks, and prepare for the future—all within a user-friendly platform.
Client data hosted in Canada
Your client data is securely stored on Microsoft Azure servers in Canada, ensuring compliance and robust security.
Shared contact lists
Collaborate effortlessly with a shared contact list, keeping everyone on your team updated in real-time.
Free live training webinars
Join our free live training webinars led by industry experts to learn how to make the most of your Maximizer.
Easy customizable fields
Customize fields effortlessly to capture specific client details tailored to your practice’s needs.
Outlook integration available
Seamlessly integrate Maximizer with Outlook for synchronized communication.
Mobile CRM
Get real-time access to all client details and voice-to-text efficiency with Maximizer’s mobile app.
“Maximizer Financial Advisor allows me to access my data anywhere—at the office or on my phone. Additionally, I like Maximizer's compatibility with Microsoft products.”
— Kelvin K.
“Maximizer has been critical in helping me to maintain basic CRM data for my clients and to set up follow-up tasks when I met with them or call for follow-up appointments.”
— John B.
Trusted by Industry Experts
Book a demo of Maximizer Financial Advisor Edition