Referral Partner Program

Grow With AdvisorApex.
Earn Every Month.

If you work with Canadian insurance and wealth advisors — as an agency, coach, recruiter, or referral partner — there's an opportunity to earn recurring revenue while helping advisors build better practices.

Who Can Partner With Us

🏢

Insurance Agencies & MGAs

Refer your contracted advisors to AdvisorApex and earn recurring revenue while giving your team a competitive edge.

🎓

Advisor Coaches & Consultants

You teach the methodology — we provide the platform that systematizes it. Co-brand your program with AdvisorApex.

👥

Advisor Recruiters

Offer AdvisorApex as part of your value proposition when recruiting. New advisors who join your agency get the platform.

🤝

Professional Referral Partners

Mortgage brokers, accountants, or any professional with an advisor network — refer advisors and earn referral fees.

How the Partner Program Works

01

Apply Below

Tell us about your network, your role, and how you work with advisors today.

02

Onboarding Call

We walk you through the partner program, your referral link, and co-branding options.

03

Refer Advisors

Share your referral link. Every advisor who signs up through you is tracked to your account.

04

Earn Recurring Revenue

Receive a commission on every month your referred advisors remain active. Paid monthly.

Apply to Partner

We review all applications within 2 business days.

By submitting, you consent to AdvisorApex contacting you regarding your application. CASL compliant.

Questions? Email us at partners@advisorapex.ca