Products & Carrier Partnerships

Way Financial offers a comprehensive product shelf through partnerships with Canada's leading insurance and investment carriers. As a member, you gain access to a full range of financial products to meet your clients' diverse needs.

Become a Member today

Strong independent financial advisors understand that financial products are important tools to help support:

Client Financial Planning
Risk Protection
Wealth Management
Retirement Planning
Tax Efficient Strategies
Financing Solutions for Canadian Families and Business Owners

However, at a higher level, clients are not only trusting the financial advisor’s recommendations.

Clients also want peace of mind knowing their assets, protection, and financial structures are supported by strong and established financial institutions with long term stability, reputation, and infrastructure.

Access to multiple leading financial institutions also allows independent financial advisors to:

Compare Financial Products
Provide More Objective and Unbiased Advice
Customize Financial Planning Solutions
and Better Match Strategies Based on the Client's Specific Goals and Needs

This is why successful financial advisors require:

Strong Insurance and Wealth Management Products
Reliable Operational Support
Stable Financial Institutation Partnerships
and Access to Quality Financial Solutions Clients can Trust Long Term

Way Financial supports independent financial advisors through coaching, operational support, and access to a broad range of insurance, wealth management, and financing solutions backed by leading financial institutions across Canada.

The following financial products and solutions are commonly used by independent financial advisors to support Canadian families, affluent clients, and business owners.

Risk Protection

Life Insurance
Critical Illness Insurance
Disability Insurance
Health and Dental Insurance
Travel Insurance
Group Benefits

Wealth Management

Segregated Funds
Annuities
High Interest Savings
Guaranteed Interest Accounts (GIA)
Private Wealth Management

Financing Solutions

Mortgage
Home Equity Line of Credit
Investment Loan
Insurance Financing

Partnerships That Empower Financial Advisor Growth

Way Financial works with leading insurance companies, wealth management institutions, and financing providers that share our commitment to supporting the success of independent financial advisors.

Together, we help empower financial advisors through:

Access to Insurance Solutions
Wealth Management Platforms
Financing Solutions
Operational Support
Advisor Coaching

At a higher level, strong financial advisors help clients build confidence not only through financial advice, but also through access to established financial institutions with the combination of:

Trusted Financial Advisor Relationships
Practical Financial Planning Strategies
Unbiased Product Comparisons
and strong financial institution partnerships creates greater confidence, stronger planning, and long term peace of mind for clients and their families.