In 2024, 10,000 + professionals joined us.

Find out why you should too!

  • Looking for a layoff proof, recession-proof, and income-tax efficient secondary income earning opportunity? 

  • Want to work remotely from your home office? 

  • Are you sick and tired of a salary that does not keep up with your lifestyle or is not giving you the lifestyle you rightfully deserve? 

Look into us!

We are looking for great thinkers (like yourself!)

from across Canada 🇨🇦 & the USA 🇺🇸 who want to learn how to serve our clients navigate the complexities of insurance and financial planning with confidence and peace of mind.

We pride ourselves on delivering exceptional service and customized educational solutions to meet our clients’ insurance and financial needs, with integrity, professionalism, and innovation.

Services we assist with

  • debt management

  • retirement planning

  • education planning

  • home & auto insurance

  • mortgages

  • numerous investment types

  • income protection

  • estate planning

  • pension planning

  • pet, disability, life & commercial Insurance

  • wills, POA, health care directives

  • tax advantages investing

  • business needs

  • corporate insured retirement strategies

  • corporate share ownership program

  • and so much more!

Strength of character is a must to join our team!

Qualifications

  • Bachelor’s degree in finance, business, or a related field (preferred)

  • Insurance licensure (or willingness to obtain) and relevant industry certifications (e.g., HLLQP, CFP, CLU, ChFC)

  • Proven experience in insurance sales, financial planning, or related field.

  • Strong interpersonal skills and ability to build rapport with clients.

  • Excellent communication skills, both verbal and written.

  • Ability to work independently and collaboratively in a fast-paced environment

  • Competitive compensation package with performance-based incentives.

  • Comprehensive training and professional development opportunities.

  • Access to leading insurance carriers, investment products and technology.

  • Supportive team environment with mentorship and guidance.

  • Opportunities for career advancement and growth.

  • Unlimited income potential.

Benefits

Join us to serve your future while serving your community!

Our Business Partners

Testimonials

Kim Y Says: I was laid off with zero prospects, no leads, and was near broke. Thanks to this information, I was able to change the trajectory of my family's life and feel everyone should have access to this knowledge!

MUCH Appreciation & Gratitude!!

Toby G says: Like many Canadians my family was mired in a fair bit of debt. Knowing that my good friend Paul has been in finance for years I reached out to see if there was anything he could do to help me.

Without a second of hesitation, he said "of course my friend."

As a long-time consumer of TD we were reluctant to move our mortgage or any other services away unless we had to. Paul reassured me and said we could stay with TD and he took over the situation for us. Within a day we had a meeting scheduled with TD near our home and we put everything on paper with the advioer. 1 week later we signed our paperwork to refinance our debt and 2 amazing things happened.

First, we ended up with a lower interest rate (below 1.8%) on our mortgage. Second, we ended up freeing just under $2000 per month in disposable income.

Now what did we do with this money you ask? We did not go out and buy new vehicles or TV's etc., we began to protect our family's future and put more money away for a rainy day. Thanks to Paul, our family has been enjoying life differently over the past 36 months and our investments that he helped us set up are giving us considerably more return than any of our ones that we had set up conventionally.

Oh, and did I mention that I now work for the same company as Paul!

I guess that is my way of paying it forward.

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