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Frequently Asked Questions

Find answers to common questions about joining Way Financial, switching MGAs, compensation, training, and more.
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General

Way Financial Inc. is a leading financial advisor platform in Canada that provides driven entrepreneurs with training, leads, and support to scale their business. Based in Richmond BC with offices in Markham ON and Calgary AB.

We welcome licensed financial advisors, advisors in the process of licensing, and experienced professionals looking for a better MGA platform.

Requirements vary by level. Contact us to discuss your situation and we will find the right fit for you.

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

Switching MGA

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.

Yes. Our team coordinates with your current MGA and carriers to ensure a smooth transfer of your existing book of business with minimal disruption.

Most transitions are completed within 1-3 weeks. Our dedicated onboarding team handles all the paperwork and coordination so you can focus on your clients.

Compensation

Way Financial offers competitive commission splits ranging from 120% to 205%, depending on experience, production, and business contribution. Our goal is to provide advisors with stronger earning potential as they grow their practice.​

Yes. Our profit sharing model rewards advisors for the value they help create through business growth, advisor development, and referrals. Beyond a one time incentive, it creates opportunities to build residual income and help solve the challenges of unstable income.​

Way Financial is committed to a clear and transparent compensation structure. Commission, profit sharing, and applicable fees are communicated upfront so advisors can better understand how they are compensated and what they can expect to earn.​

Training

We provide structured, ongoing training in closing skills, digital marketing, business coaching, and prospecting — the real skills that build a practice. Click below to see our coaching manuals:

Coaching Manual

Yes. Training materials and sessions are available in English, Chinese (Simplified), Chinese (Traditional), Punjabi, Hindi, Gujarati, Filipino and Korean.​

Yes. We offer personalized coaching sessions and can schedule a 30-minute one-on-one virtual meeting with our Development Director.

Training sessions are held regularly throughout the month, including weekly workshops, monthly seminars, and special topic deep-dives.

Yes. Members have 24/7 access to our training library through the member portal, including videos, manuals, and downloadable resources.

Lead Generation

Way Financial helps advisors generate their own leads through prospecting events held at least twice a month, referral opportunities, and digital marketing training. Advisors may also receive distributed leads after meeting certain campaign or performance criteria, creating additional opportunities to grow their business.​

No. Our system is designed to eliminate cold calling through consistent prospect events, referrals, and digital marketing strategies.

We organize seminars, conferences, client prospect events, and networking opportunities designed to connect advisors with qualified prospects.

Office Locations

Richmond BC, Markham ON, and Calgary AB.

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

Yes. Our offices in Richmond, Markham, and Calgary provide meeting spaces and facilities for advisors to meet with clients and collaborate.

Monday — Friday: 9:00 AM — 5:00 PM. Weekend appointments available by arrangement.

Products

Through our carrier partners, Way Financial provides access to a broad range of financial products, including life insurance, critical illness insurance, disability insurance, health and dental, travel insurance, segregated funds, annuities, high-interest savings, GICs, mortgages, HELOCs, investment loans, insurance financing, and private wealth management solutions.​

Way Financial partners with leading insurance companies, wealth management institutions, and financing providers across Canada.

Yes. As an independent platform, we provide access to multiple leading financial institutions so you can compare products and provide objective advice.

Membership

No membership fee. We offer competitive terms designed to maximize what you keep.​

Members gain access to our training program, lead generation system, back-office support, member portal, community events, profit sharing, and multilingual support.​

Yes. We pride ourselves on delivering value, and our terms are designed to be fair and transparent.

We encourage prospective members to schedule a discovery call and platform tour to experience what Way Financial offers before making a commitment.

Licensing

Requirements depend on the products you want to offer. Generally, an HLLQP license is required. Depending on your business development needs, Way Financial can also guide you through the process of obtaining a mutual fund license.​

Yes. We support individuals who are pursuing their licensing and provide guidance on the process.

Multilingual Support

We support English, Mandarin, Cantonese, Punjabi, Hindi, Gujarati, Filipino and Korean.​

Yes. Training materials, resources, and community support are available in all supported languages.

Absolutely. Our multilingual platform enables you to serve diverse communities effectively in their preferred language.

Philanthropy

Yes. Way Financial team members and advisors actively participate in community events, charitable initiatives, and financial literacy education.

Yes. Members are encouraged to participate in our community engagement programs, charitable partnerships, and financial literacy initiatives.

Still have questions?

Ready to take your advisory practice to the next level? Contact us or apply today.
Request the Full Coaching Manual
Speak with Our Leadership Team
Join an Upcoming Advisor Event
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