Referrals
Introduce someone you care about
Nearly all of our new client relationships start with someone saying “you should talk to them.” If someone in your life could use a clear, unpressured conversation, we would be glad to have it.
Why it matters to us
A referral is a loan of your reputation
When you introduce someone to us, you are putting your own credibility behind it. We take that seriously. Every referral is handled the same way: a respectful first contact, an honest conversation, and no pressure at any point.
If it turns out we are not the right fit for them, we will say so and point them somewhere better. That outcome protects your relationship with them, which matters more to us than one additional client.
Who we can help
Good fits for a referral
- New parents, or families who have not reviewed coverage since a big life change
- Anyone who just bought a home or took on significant new debt
- People who know they have unused TFSA, RRSP, or FHSA room but have not acted
- Business owners with retained earnings and no strategy behind them
- Someone whose group benefits are ending because of a job change or retirement
- Anyone considering a career change into a consultative, people-facing profession
How it works
Three steps, and it stays comfortable
Let them know first
Please mention it to them before sending their details our way. A cold call nobody expected is a poor introduction and it reflects on you, not just on us.
Send us the introduction
Use the contact form or simply email or call us with their name and the best way to reach them. A sentence about their situation is helpful but not required.
We reach out respectfully
We make contact within a couple of business days, offer a conversation, and accept a no gracefully. We will let you know we connected, but never what was discussed.
Good to know
Referral questions
- Will you tell me what they decided?
- No. Whether someone becomes a client and what they discuss with us is confidential. We will thank you for the introduction and confirm we made contact, and nothing beyond that.
- Is there a referral reward?
- Referral arrangements in financial services are governed by regulation and vary by jurisdiction and licence type. We do not advertise incentives here. If you have a specific arrangement in mind, ask us and we will tell you plainly what is and is not permitted.
- What if they are not ready right now?
- That is completely fine. We will have a useful conversation, answer whatever they want to ask, and leave the door open. Timing matters more than persuasion in this work.
- Can I refer someone for a career rather than as a client?
- Absolutely, and we welcome it. Some of our strongest advisors came in through a referral from an existing client who thought the work would suit them.
Prefer to do it directly? Call +1 (416) 858-0316 or email kingswayadvisoryco@gmail.com.
Thank you for thinking of us
Send the introduction whenever you're ready. We'll treat it with the care your relationship deserves.