Helping You
Serve Clients.
We’re here to provide you the resources and connections to supply your clients with services that meet their needs. Let us help you in giving families access to secure financial futures.
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Welcome to Lifewise Financial
What We Do
We are a nationwide MGA helping advisors to secure access to the products and services they need for their clients. Lifewise works with several industry-leading providers, so you and your clients have the freedom to choose the service that suits them best.
Our more than 100 committed staff members are ready to help.
Trusted by global companies
We embrace holistic development and support for employees the aim of being a first-choice employer within our sectors.
Compare insurance packages to get the best deal.
Injuries or Vehicle Damages
Hub Insurance
Other Companies
Full Health Care Package
Annual Bonus and Extras
Auto-Renewal
Responsible Driver Discount
Full Health Care Package
Global clients around the world
2.7x
Average Growth
100%
Customer Satisfaction
302m
Monthly Payment
50+
Agents around the world
Insurance Packages.
Being a first-choice employer within our sectors. Our process applies techniques from a variety of disciplines.
Our nearly 8,000 committed staff members are ready to help.
We are on your side
What You Can
Do With Us
Lifewise Financial Group is an advisor-focused brokerage. Our industry leading contracts and wide variety of life and health insurance products can play a key roll in growing your business. We want to help you help your clients, and our immense advisor resources will act as the bridge leading you and your business to success.
Our Mission
& Values
At Lifewise Financial Group, we believe customers should be provided with optimal service and advice. It is our mission to give clients access to the products and opportunities that best suit their needs. As the door between us and your clients, our core values revolve around our advisors. Your comfort and work resources are our greatest priorities, and we take several intiatives with advisors in mind.
Testimonials
Lifewise Financial
How We’re Different
We want you to feel valued and comfortable working with Lifewise Financial Group. All our offices across Canada are dedicated to supporting our advisors. Our industry leading advisor resources coupled with our experienced staff will help you grow your business and client base.
New Advisor Training
We put care into teaching our new advisors, providing training for electronic applications, financial needs analysis, advanced sale strategies, and more.
Experienced Leaders
Our leaders have spent years operating in the financial industry, and are glad to guide you as you learn its ins and outs.
Office Support
Our physical locations give advisors access to workplace resources and an office to help build client trust.
Continued Education
We provide weekly business development and product training, as well as on-going advisor training to help you further advance within the business.
Technological Resources
We provide all of our advisors with digital resources and software tutorials to effectively work in today’s world.
Compensation Structure
We believe hard work should be recognized, and we provide advisors with competitive compensation options.
Have a question?
At Lifewise, we do more than provide insurance and financial services. We help people and communities prosper.
If you're looking to get help with daily activities or support in difficult times, we're here for you.
Protect yourself against the financial impact of an accident or illness while travelling.
Get In Touch
Looking to learn about joining our team or speak to an advisor? Send us a message, and we'll have someone get back to you as soon as possible.
