Financial Advisor Invoice Generator for Canada
Create professional financial advisor invoices for clients in Canada. This free invoice generator combines financial advisor-specific billing practices with Canada's tax requirements (5% GST + 0-10% PST (varies)) and preferred payment methods like Interac e-Transfer and Bank Transfer.
Free, no registration required. Your data stays in your browser.
Canada Tax Information
GST is 5% federal. HST (13-15%) in some provinces. PST varies by province. Registration required above $30,000/year.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Canada
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Canada
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Canada?
Canada has 5% GST + 0-10% PST (varies). GST is 5% federal. HST (13-15%) in some provinces. PST varies by province. Registration required above $30,000/year.
What payment methods are common for financial advisors in Canada?
Common payment methods in Canada include: Interac e-Transfer, Bank Transfer, Cheque, Credit Card, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Canada?
Your invoice should include: Business name, GST/HST number if registered, Client details, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What taxes apply?
GST (5%) applies federally. Some provinces have HST (13-15%) or separate PST.