At Lifewise Financial Group, we prioritize our clients' well-being. We offer an array of insurance services and solutions to meet their needs.
About us
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 clientbase.
New Advisor Training
We put care into teaching our new advisors, providing training for electronic applications, financial needs analysis, advanced sale strategies, and more.
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.
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.
Technological Resources
We provide all of our advisors with digital resources and software tutorials to effectively work in today’s world.
Office Support
Our physical locations give advisors access to workplace resources and an office to help build client trust.
Compensation Structure
We believe hard work should be recognized, and we provide advisors with competitive compensation options.
Join us as
an Advisor.
Embrace holistic development and support for employees the aim of being a first-choice