PARTNERS & AFFILATES

By successfully developing and maintaining relationships with key product providers, we offer the best and broadest range of solutions to the families we serve. As a result of our efforts, WFG associates represent many of the industry’s leading financial services companies. They work with their clients to find the solutions that best fit their needs, rather than trying to fit their clients’ needs into one product.

Companies represented include:

  • Transamerica Life Canada
  • Equitable Life of Canada
  • La Capitale
  • TD Asset Management
  • TD Canada Trust, Investment Lending Services
  • Heritage Education Funds
  • IA Clarington Capital Management Inc.
  • Invesco Trimark
  • Boomerang Financial
  • B2B Bank
  • Franklin Templeton Management

Because of our relationships with these providers, WFG associates offer their clients the power of choice.

Highlighted Providers

Transamerica Life Canada Inc.

Transamerica Life Canada is a leading life insurance company in Canada. Transamerica Life Canada provides a full spectrum of individual life insurance and savings products, including guaranteed investments and annuities, designed to improve the financial futures of Canadians. Transamerica Life Canada continues a tradition of service established more than 80 years ago.

Equitable Life of Canada

Since 1920, people have been depending on Equitable Life of Canada for financial protection. As one of the largest mutual life insurance companies in Canada, Equitable Life is dedicated solely to its policyholders. Everything Equitable Life does is focused on providing them with personalized service, security and wellbeing.

Equitable Life has become one of WFGIA’s most powerful allies in the industry, providing Canadian families with the important insurance protections they need.

Heritage Education Funds

Heritage Education Funds is one of the leading Canadian distributers of fixed-income Registered Education Savings Plans (RESPs), with over 46 years of RESP experience.

WFGIA has partnered with Heritage to provide leading group RESP plans as well as available training and licensing support. RESPs are a great way to provide valuable, impactful financial plans to families across the country and secure the educational future of the next generation.

La Capitale

For over 70 years, La Capitale has offered insurance products and financial services to ensure the economic well-being of some 600,000 members working in more than 900 institutions in the Quebec public and parapublic sectors.

A partner of WFGIA since 2010, La Capitale has been the fastest growing product partner in the WFGIA portfolio, quickly asserting its position as a competitive option for clients.