Canadian Growth Marketing Experts for Advisors and Firms
Our Story
inSymmetry was founded to solve a problem: advisors and firms need marketing that drives growth and passes compliance review. We’re Canadian, we understand the CIRO framework, and we build dealer-approved programs that allow advisors and firms to focus on what matters most, their clients.
Led by senior partners Patrick MacLean and Kathryn Ashby, inSymmetry brings together strategic content, creative design, and automation to deliver compliance-aware marketing solutions for independent advisors and large financial institutions alike.
Meet the Founders
Patrick brings deep experience across wealth management, capital markets, and ultra-high-net-worth luxury lifestyles. He specializes in advisor content, strategic positioning and multi-channel strategy.
Patrick mAclean
Chief Strategy Officer (CSO), Head of Content & Growth
Learn More About Patrick
A T-shaped marketer and award-winning writer, Patrick brings broad omnichannel leadership across finance, fintech, luxury travel, real estate, and professional services. Previously VP of Marketing at LVH and Marketing Manager at Echelon (now Ventum), he has built high-performing teams, rebranded companies, relaunched websites, and led performance campaigns that move the needle. A specialist in content strategy and executive ghostwriting, Patrick also designs automated workflows using AI tools and prompt engineering to cut cycle time and cost while lifting quality. Based in Windsor, Ontario, he works remotely with clients worldwide, partnering closely with founders and CMOs to turn positioning into pipeline—clarifying story, scaling content, and compounding results across paid, owned, and earned channels.
kathryn ashby
Chief Creative Officer (CCO), Head of Brand & Design
Kathryn is a senior brand leader with expertise across financial services, healthcare, real estate, and retail. She brings big-agency brand strategy and digital execution skills to every engagement.
Learn More About Kathryn
Kathryn began her career as an art director, creating campaigns for Canada’s big six banks and wealth management firms, before advancing into marketing leadership and strategic consulting roles. For more than seven years, Kathryn has partnered with Ventum Financial (formerly Echelon Wealth Partners), managing Advisor Marketing to help Investment Advisors deepen client relationships and grow their practices. Previously, she led national rebrands for TMG The Mortgage Group and Ontario Place, directed multimillion-dollar global campaigns for Proactiv® and oversaw product launches and market expansion for TAAT Global. Formerly Executive Director of Marketing & Communications at Scouts Canada, Kathryn is based in Toronto and is widely recognized for her ability to combine brand clarity with strategic impact
How We Operate
Our performance-driven marketing approach combines dealer-approved content with proven nurture tactics that lift advisor meeting rates. By refreshing campaigns regularly, we ensure your programs stay relevant, effective, and fully compliant.
Philosophy & Approach
- Integrated Strategy: every channel connected for maximum impact
- Dealer-Approved Workflows: compliance built in, not bolted on
- Transparent Reporting: outcomes mapped to dealer and advisor KPIs
- Optimization Loop: Plan → Execute → Measure → Improve
Values
We are nimble. We provide best-in-class programs that are relevant to your business and audience today. We use the latest technology to inform our programs, revisit, research and report.
Meet with us to see how we apply these
values to your business.
Our Clients Say...
“Kathryn is a pleasure to work with. We worked together on a few projects, always friendly, on time and open to ideas. Also backed by a great team that is always willing to help out.”
J. Spivak, BMO Commercial Bank“Having worked with Patrick for several years, I can see why he is treasured for his depth of marketing knowledge and writing expertise. His ability to explain the technical parts of digital marketing has ensured I am never buying a service I do not need. ”
S. McBride, McBride Wealth ManagementOur senior team brings over 15 years of experience working with leading lenders and financial institutions, expertise gained in previous roles across the industry.
