Joining North base Solutions

Who Are You Looking For Today?

North Base Solutions is built to support both sides of the financial journey. Whether you’re a financial advisor looking to grow your business with modern marketing systems, or a Canadian consumer seeking to connect with a trusted financial professional, we’re here to guide you in the right direction.

Advisor Form

Let's Start the Conversation

Ready to take the next step with North Base Solutions? Complete the short form below to begin your advisor sign-up process.

Once we receive your information, our team will review your submission and contact you directly to walk you through the next steps, answer any questions you may have, and help get your North Base Solutions membership set up.

Start Your North Base Solutions Journey

Tell us a little about yourself and your practice by completing the form below. A member of our team will be in touch shortly to discuss your needs, available membership options, and how North Base can help you grow your practice and connect with more Canadian consumers.

If you’d like to see what your North Base Solutions website could look like before getting started, click the Demo Site button below to explore an example.

Submit the form to get started.

Consumer Form

Simple Steps to Get Matched With the Right Advisor

Getting connected is quick, straightforward, and designed to take the stress out of finding financial guidance. Just tell us what you’re looking for, and we’ll handle the rest.

You’ll start by sharing a few details through our short form — including your financial goals, questions, or the type of support you need. From there, we match you with a qualified Canadian financial professional who fits your situation. Once matched, your advisor will reach out directly to provide guidance and help you explore your options with confidence.

  1. Tell Us What You Need
    Complete a short form with your financial goals, questions, or areas where you’re looking for support.
  2. We Match You With an Advisor
    We connect you with a qualified Canadian financial professional best suited to your needs.
  3. Get Direct Guidance
    Your matched advisor will contact you directly to discuss your options and next steps.

Start by filling out the form to get matched today.