Contact Way Financial
Whether you are a financial advisor interested in joining the Way Platform, currently with another MGA and wondering what a better platform looks like, or a client looking for an advisor, our team is here to help.
Richmond Office (Head Office)
Serving the Greater Vancouver area. Our head office team is ready to welcome you and show you what the Way Platform can do for your practice.
Markham Office
Serving the Greater Toronto area. Our Markham office provides full support for advisors in one of Canada's largest financial markets.
Calgary Office
Serving Alberta and the Prairies. Our Calgary location supports advisors growing their practice in Western Canada.
Get in Touch
Frequently Asked Questions
Contact us by phone or email to schedule a discovery call. We will learn about your practice and show you how the Way Platform can help you grow.
Yes. All three offices welcome visitors by appointment. Contact us to schedule a time to tour our facilities and meet our team.
Your dedicated support team is available during business hours. For urgent matters, please contact your relationship manager directly.
Yes, all three office locations offer parking for visitors and members.
Yes. We support advisors across Canada with virtual training, remote support options, and flexible working arrangements.
Ready to Learn More?
If you are a financial advisor interested in learning how the Way Platform can help you build your practice, contact us to schedule a discovery call. We will show you how our competitive commission structure, training, and lead generation can transform your business.