February 27, 2020
Enjoy peace of mind with our reliable, affordable, and customizable policies.
Our insurance plans for your life, health and travel needs are flexible and designed to get you the best coverage at the most reasonable rate in the market. We leverage technology and industry expertise to make your experience simple and effective.
This is definitely an important question for the success and longevity of your practice! In short, here are 5 key items to look for as you select the MGA with whom you'll partner with for the growth of your business. (1) Look for an MGA who has a leadership team seasoned and successful in the business as advisors in their own right. (2) Review if the MGA has had a healthy year-over-year growth rate as an indicator of their stability and momentum in order to support you. (3) Check to see that the MGA has contracts with key insurers in the Canadian market and whether or not they are independent or a particular insurer has acquired some or all the stake in the MGA. (4) Do they have a fulsome training program which evidences their knowledge and connectivity in the industry? (5) And, look beyond the MGA towards what other projects they are involved with and how they give back to the communities they serve, this is a tell-tale sign that they are humans who care, and that will translate to their caring about you and your business.
Our vision is to become Canada’s strongest and most innovative distributor of financial services products. We aim to consistently provide our advisors with all of the support needed to thrive. We have a strong focus on building proprietary tools, advisor loyalty, and lead generation systems.
We launched in 2012 and have grown 12x, reaching 85+ advisors. We’re licensed in 6 provinces: British Columbia, Alberta, Ontario, New Brunswick, Nova Scotia, and Newfoundland and Labrador. We’re an agile brokerage with plenty of room for growth and innovation, and an unwavering commitment to rapid expansion.
Our culture strikes the right balance between a family and corporate outlook. On top of that, we offer, HLLQP training programs, new advisor training programs, weekly CE credit programs, and high net worth client training programs. We leverage cutting-edge technology (such as Apexa and Wealth Serv) and provide incentive programs, marketing support, joint field work, and access to industry specialists and mentors.