Join Way Financial – The MGA Built for Advisors Who Want More

Join Way Financial: The MGA Built for Advisors Who Want More

Ready to take your financial advisory practice to the next level? If you are currently with another MGA and feel like you deserve higher commission, better training, and real lead support, you have found the right place.

Apply Now

Why Join Way Financial?

Higher Commission

Our compensation structure is designed to be among the most competitive in Canada. You keep more of what you earn.

Better Training

Structured training in closing skills, digital marketing, business coaching, and prospecting — not just product training.

Lead Generation

Regular prospecting events keep your pipeline full. No more cold calling.

Back-Office Support

Paperwork and compliance handled so you can focus on clients.

Profit Sharing

Grow together with a platform invested in your success.

Multilingual Support

Full support in Chinese (Simplified), Chinese (Traditional), English, Punjabi, and Korean.

Three Locations

Offices in Richmond BC, Markham ON, and Calgary AB.

Community

Connect with successful advisors across Canada.

What to Expect

Discovery Call

We learn about your practice and goals.

Platform Tour

We show you what the Way Platform offers.

Onboarding

We help you transition smoothly from your current MGA.

Training

You get access to our full training program.

Lead Generation

You start receiving prospect opportunities.

Ongoing Support

Your dedicated support team helps you grow.

Who We Are Looking For

Advisors with Other MGAs

Financial advisors currently with other MGAs who want better terms.

Licensed Advisors

Licensed financial advisors (or those pursuing licensing).

Driven Entrepreneurs

Driven entrepreneurs committed to building a practice.

Seeking Growth

Advisors seeking better training and lead generation.

New to Industry

New entrants to the industry (1-3 years).

Mid-Career

Mid-career advisors seeking a better platform.

Experienced

Experienced advisors interested in profit sharing.

Multilingual

Multilingual advisors serving diverse communities.

Application Process

1. Complete Application

Complete our online application form.

2. Schedule Discovery Call

Schedule your discovery call with our team.

3. Meet Our Team

Meet our team and tour the platform.

4. Sign Agreement

Review and sign membership agreement.

5. Begin Onboarding

Begin onboarding and training.

Frequently Asked Questions

Our onboarding team handles everything — licensing transfers, compliance setup, client notification, and platform orientation. The process is designed to be smooth and hassle-free.

No. Your client relationships move with you. We ensure all regulatory requirements are met for a seamless transition.

Our commission structure is among the most competitive in Canada. Specific details depend on your experience level and production volume — contact us for a personalized comparison.

Yes. Our platform supports Chinese (Simplified), Chinese (Traditional), English, Punjabi, and Korean.

Richmond BC (head office), Markham ON, and Calgary AB.

Yes. We support advisors across Canada with virtual training and support options.

Requirements vary by level. Contact us to discuss your situation.

Most advisors complete onboarding within 1-2 weeks, depending on licensing and compliance requirements.

Ready to grow your practice?

Ready to earn more, learn more, and grow more? Apply today.

Apply Now