Frequently Asked Questions

Way Financial Inc. is a leading financial advisor platform in Canada that provides driven entrepreneurs with training, leads, and support to scale their business. Based in Richmond BC with offices in Markham ON and Calgary AB.

We welcome licensed financial advisors, advisors in the process of licensing, and experienced professionals looking for a better MGA platform.

Requirements vary by level. Contact us to discuss your situation and we will find the right fit for you.

Most advisors complete onboarding within 1-2 weeks, depending on licensing and compliance requirements.

Our onboarding team handles everything — licensing transfers, compliance setup, client notification, and platform orientation. The process is designed to be smooth and hassle-free.

No. Your client relationships move with you. We ensure all regulatory requirements are met for a seamless transition.

Yes. Our team coordinates with your current MGA and carriers to ensure a smooth transfer of your existing book of business with minimal disruption.

Most transitions are completed within 1-3 weeks. Our dedicated onboarding team handles all the paperwork and coordination so you can focus on your clients.

Our commission structure is among the most competitive in Canada. Specific details depend on your experience level and production volume — contact us for a personalized comparison.

Yes. Way Financial offers a profit sharing model that allows advisors to grow their business alongside a platform invested in their success.

No. Our compensation structure is transparent. We believe in clear, upfront terms so you always know exactly what you earn.

We provide structured, ongoing training in closing skills, digital marketing, business coaching, and prospecting — the real skills that build a practice.

Yes. Training materials and sessions are available in Chinese (Simplified), Chinese (Traditional), English, Punjabi, and Korean.

Yes. We offer personalized coaching sessions and can schedule a 30-minute one-on-one virtual meeting with our Development Director.

Training sessions are held regularly throughout the month, including weekly workshops, monthly seminars, and special topic deep-dives.

Yes. Members have 24/7 access to our training library through the member portal, including videos, manuals, and downloadable resources.

We organize prospecting events at least twice a month, maintain a referral system, and provide digital marketing training so you can generate your own leads.

No. Our system is designed to eliminate cold calling through consistent prospect events, referrals, and digital marketing strategies.

We organize seminars, conferences, client prospect events, and networking opportunities designed to connect advisors with qualified prospects.

Richmond BC (head office), Markham ON, and Calgary AB.

Yes. We support advisors across Canada with virtual training and support options.

Yes. Our offices in Richmond, Markham, and Calgary provide meeting spaces and facilities for advisors to meet with clients and collaborate.

Monday — Friday: 9:00 AM — 5:00 PM. Weekend appointments available by arrangement.

We support a broad range of products including life insurance, critical illness insurance, disability insurance, health and dental, travel insurance, segregated funds, annuities, high interest savings, GICs, mortgages, HELOCs, investment loans, insurance financing, and private wealth management.

Way Financial partners with leading insurance companies, wealth management institutions, and financing providers across Canada.

Yes. As an independent platform, we provide access to multiple leading financial institutions so you can compare products and provide objective advice.

Contact us for detailed information about fee structures. We offer competitive terms designed to maximize what you keep.

Members gain access to our training program, lead generation system, back-office support, member portal, community events, profit sharing, and multilingual support.

Yes. We pride ourselves on delivering value, and our terms are designed to be fair and transparent.

We encourage prospective members to schedule a discovery call and platform tour to experience what Way Financial offers before making a commitment.

We organize seminars, educational workshops, prospect events, and networking conferences designed to help advisors connect with clients.

Client prospect events are organized on a regular basis, typically at least twice per month.

Yes. We support advisors in organizing their own events with access to our facilities, resources, and coordination support.

The portal provides commission statements, client management tools, training materials, event calendar, compliance documents, team communications, and member directory.

Members receive their login credentials during onboarding. Access the portal through the Member Login page on our website.

Use the password reset feature on the login page to regain access. For technical support, contact our team during business hours.

Requirements depend on the products you want to offer. Generally, life insurance and mutual fund licenses are needed. We can guide you through the licensing process.

Yes. We support individuals who are pursuing their licensing and provide guidance on the process.

We support Chinese (Simplified), Chinese (Traditional), English, Punjabi, and Korean.

Yes. Training materials, resources, and community support are available in all supported languages.

Absolutely. Our multilingual platform enables you to serve diverse communities effectively in their preferred language.

Yes. Way Financial team members and advisors actively participate in community events, charitable initiatives, and financial literacy education.

Yes. Members are encouraged to participate in our community engagement programs, charitable partnerships, and financial literacy initiatives.