Products & Carrier Partnerships

Way Financial offers a comprehensive product shelf through partnerships with Canada's leading insurance and investment carriers. As a member, you gain access to a full range of financial products to meet your clients' diverse needs.

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Insurance Products

Life Insurance: Term, whole life, universal life, and participating life insurance
Critical Illness Insurance: Comprehensive coverage options
Disability Insurance: Income replacement solutions
Health & Dental Insurance: Individual and group health benefit plans
Segregated Funds: Insurance-based investment products with guarantees

Investment Products

Mutual Funds: A wide selection of fund families
Guaranteed Investment Certificates (GICs): Competitive rates
Tax-Free Savings Accounts (TFSAs): Tax-efficient growth
Registered Retirement Savings Plans (RRSPs): Retirement planning
Registered Education Savings Plans (RESPs): Education funding
Tax-Free First Home Savings Accounts (FHSAs): New home savings

Our Carrier Partnerships

Competitive product offerings and pricing
Dedicated carrier support and training
Streamlined application and underwriting processes
Regular product updates and market insights
Exclusive member benefits and incentives

Segregated Funds & Portfolio Solutions

For clients seeking investment growth with protection, our segregated fund offerings provide maturity and death benefit guarantees, creditor protection, estate planning advantages, professional investment management, and regular rebalancing and performance reporting.

Get access to offer all the financial products your clients want

Take your financial advisory practice to the next level with the Way Platform.