WFG Company Profile

Canada

A Transamerica Company
 “WFG agents are
dedicated to improving
the lives of families. They
help families understand
financial concepts and
ensure they have access
to resources that can help
them build a stronger
financial foundation and
have a better future.”
– Rick Williams, President,
World Financial Group
WFG at a Glance
World Financial Group Insurance Agency of Canada
Inc. (WFG) agents help people of all income levels
understand how money works and create appropriate
strategies to help clients prepare for a better financial
future.
• Life-licenced agents offer a variety of products and
services through World Financial Group Insurance
Agency of Canada Inc.
• Properly licenced representatives offer mutual funds
through WFG Securities Inc. (WFGS).
WFG Is a Transamerica Company
WFG and WFGS are backed by the power of
Transamerica. Transamerica is:
• Among the top 10 largest providers of variable
annuities, individual universal life and individual
term life1.
• A company that recognizes the connection between
financial and physical well-being and how both are
essential for achieving a lifetime of financial security.

• WFGS and their independent representatives

operate in a highly regulated industry, and are held
to high ethical standards and codes of conduct.

WFG empowers families to take bold steps to a brighter future.

Power of
Choice

Financial Business
Education Ownership

1
 Our Solution
We are building a better financial services industry to
bring valuable solutions to record numbers of families.
• Financial Education: We help families learn key
concepts so they can make better financial decisions.
Financial Strategies for Families
With the help of WFG agents, families learn key
financial concepts that help them make informed
decisions and proactively improve their financial
situations.

• Financial Needs Analysis:2 We help families Cash Flow

understand their current situation so they can begin
to pursue financial independence. • Earn additional income
• Manage expenses
• P
 ower of Choice: WFG agents give families access
to a broad portfolio of products and services from
well-known product providers.

• Business Platform: Our unique platform provides

Debt Management
a step-by-step process as well as mentoring and • Consolidate debt
business tools to help entrepreneurs quickly start
and build their own financial services organizations. • Strive to eliminate debt

Our Key Affiliations Emergency Fund

World Financial Group Insurance Agency of Canada Inc.:  ave at least 3–6 months’ income
• S
• Prepare for unexpected expenses
• Empowers licensed WFG agents to offer a variety of
life insurance and segregated funds to their clients

• Has more than 9.800 agents3 Proper Protection

• Has more than 260 offices across Canada3 • Protect against loss of income
WFG Securities Inc.: • Protect family assets

• H
 as more than 1,200 representatives who offer
mutual funds to their clients3
Build Wealth
• Maintains agreements with many financial services
product providers • Strive to outpace inflation and reduce taxes

Preserve Wealth
• Reduce taxation

• Build a family legacy

2
Product Providers
Properly licensed and appointed WFG agents offer
products through well-known providers4 to help their
clients find products and services based on their
specific needs.

3
Power of Choice
We believe in the power of choice. Through WFG and WFGS, agents and representatives offer their clients access to a
diversified product portfolio. As a result, families have more options to help them secure their futures. Following is a list
of the types of products we offer and the providers through which we offer them.

Term Life Insurance4 Critical Illness Insurance4

Canada Protection Plan Equitable Life of Canada
Equitable Life of Canada IA Excellence
Foresters Financial Industrial Alliance
Industrial Alliance ivari
ivari La Capitale Financial Group
La Capitale Financial Group Manulife Affinity Markets

Whole Life Insurance4 Segregated Funds4

Canada Protection Plan BMO Insurance
Empire Life5 Empire Life Investments
Equitable Life of Canada Equitable Life of Canada
Everest Funeral Planning & Concierge Service IA Clarington Investments Inc.
Foresters Financial Industrial Alliance
Industrial Alliance La Capitale Financial Group
La Capitale Financial Group

Travel Insurance4
Disability Insurance4 Allianz Global Assistance
IA Excellence Life Insurance Company Berkley Canada
La Capitale Financial Group Manulife Affinity Markets
RBC Insurance Travelance Inc.

Universal Life Insurance4

Equitable Life
Industrial Alliance
ivari
La Capitale
Health & Dental Insurance4 Product Referrals4,6
Manulife Affinity Markets AON
4 Pillars
Knowledge First Financial
Mutual Funds4 LegacyShield
AGF Group of Funds
BMO Global Asset Management
CI Investments Lending Referrals4,6
Dynamic Funds BMO Lending
Fidelity Investments Canada Limited Finevo Lending
Foresters Financial Optimum Mortgage, a division
IA Clarington of Canadian Western Trust
Invesco
Mackenzie Financial Corp.
Group Benefits & Retirement4
Northwest & Ethical Investments
People Corporation
TD Asset Management
ManuLife Group
Templeton Management Ltd
Yorkville Asset Management

Lending Products
B2B Bank

5
 1 Fact Sheet: Americas, Aegon, Feb. 2019. WorldFinancialGroup.com
2 The WFG Financial Needs Analysis is based on the accuracy and completeness of the data provided by the client. The analysis
uses sources that are believed to be reliable and accurate, although they are not guaranteed. Discuss any legal, tax or financial
matter with the appropriate professional. Neither the information presented nor any opinion expressed constitutes solicitation for
the purchase or sale of any specific product or financial service. Due to regulatory constraints the WFG Financial Needs Analysis
tool should not be used with mutual fund clients/clients of WFG Securities Inc.
3 As of June 2019.
4 These companies maintain current selling agreements with World Financial Group Insurance Agency of Canada Inc.
and/or WFG Securities Inc.
5 Currently available only in the provinces of Ontario and Quebec.
6 Referrals are not available in all provinces.

World Financial Group Insurance Agency of Canada Inc. (WFG), offers life insurance and segregated funds.
WFG Securities Inc. (WFGS) offers mutual funds.
WFG and WFGS are affiliated companies.
Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. Phone: 416.225.2121
World Financial Group is a registered trademark of World Financial Group, Inc.
© 2019 World Financial Group Insurance Agency of Canada Inc.
122670 WFGCA 7/19