We are not simply a product shelf we are your partners in growth. We work with you and your unique book of business to explore opportunities for internal growth and external expansion. Wealthlink will work with you to find unique strategies that allow you to build your business. We offer an expansive selection of carriers which allows you to broker the top companies in Canada.
Services
WealthLINK Financial Services began as a Seaboard Life Insurance regional office back in 1988. Through a merger and acquisition we eventually became an MGA representing IA Pacific approximately 14 years ago. Over the last decade our MGA has grown and expanded to represent all major carriers. WealthLINK Financial Services is a boutique style MGA offering innovative ideas, a supportive environment and a dedicated team.
Gary entered the industry in 1990 beginning with a major Canadian insurer as a marketing manager in the employee benefits field. After a number of years in various management rolls, Gary left to become a broker in Vancouver specializing in Living Benefits and Integrated Benefit Plans. In 2010 Gary became an Associate with wealthLINK Financial.
Each carrier will require you complete their contract paperwork in order to begin to do business with that carrier via wealthLINK or in order to move your contract from another MGA to wealthLINK. Note some carriers will require a new piece of business in order to activate the contract and/or change in MGA.
Financial calculators provide advisors a quick and easy tool to help you run a quick analysis on Financial Needs Analysis, Investment and Savings, Taxation and Mortgage/Lending. These calculators will work in partnership with some of our other tools to develop risk assessments sales strategies for your clients.
Reviews
Be the first to review Wealth Link Financial.
Write a Review
