Introduce someone to Finvo, earn 10% to 15% of a full year of their fees

Anyone. Existing clients, friends, other business owners, and professionals such as lawyers, realtors and mortgage brokers. You can't refer yourself or a business you own, and the person you refer must be new to Finvo.

15% if you're an existing Finvo client, 10% for everyone else, of a full year of the Finvo fees the person you referred signs up for, before GST: 12 months of their monthly fee, or the fee for a one-time service. If they stay for five years, the reward is still on one year only.

What the client pays Finvo for our own work: a monthly membership, a Fractional CFO plan, a tax return or an incorporation fee. Government fees, reimbursements and third-party costs we pass through, such as registry fees or software, never count.

For monthly plans, after the person you referred has paid their third monthly invoice. It is one payment on a full year (12 months) of the monthly fee they are paying at that point, and you keep it even if they leave before the year is up. For one-time services, after their invoice is paid. We pay within 30 days of the client paying the invoice or the services being delivered, whichever is later. If the services aren't delivered, the client can ask for a refund, and no reward is paid.

No. Refer as many people as you like; each one earns its own reward.

Yes. An incorporation from $149 or a personal tax return from $60 earns the same rate on the Finvo fee, once the invoice is paid.

They can simply name you when they sign up, on the free call, in the contact form or in the chat. The link is a convenience, not a condition.

When someone opens your link, their browser stores your code for 90 days. If they sign up within that time on the same device and browser, the code comes through with their enquiry and we credit you. If they clear their browser or use another device, the memory is gone, so they should name you instead.

By e-transfer, or as a credit on your Finvo account if you're a client, whichever you prefer. We issue tax slips where the law requires.

We ask the new client who introduced them and go with their answer. Finvo decides any dispute in good faith.

Yes, for Finvo clients only: up to 3 post credits a year at $5 each, $15 a year in total, tracked in your own Finvo account. Share a public post about Finvo on Instagram, Facebook or LinkedIn, email support@finvo.ca a screenshot and the post's link, and we add a $5 credit to your Finvo account. The credit goes against Finvo fees, not cash or government fees. Ready-to-post messages are on our post ideas page.

Yes. Canada's Competition Act requires a paid or credited endorsement to say so, and Finvo rewards you twice: a credit for the post, and a referral reward if someone becomes a client through your link. So your post needs a clear disclosure of both at the start, such as "#ad: I get a credit from Finvo for this post, and a referral reward if you become a client through my link." Put it where people will see it first, not buried in a block of hashtags. We can't credit a post without one.

Up to 3 post credits a year, $5 each, so $15 a year in total, whichever platform you post on. We track them in your own Finvo account. Finvo may decline posts that are private, break the platform's rules, or are copies, meaning a repost or share of someone else's post; starting from one of our ready-to-post messages is fine.