Financial & Estate Planning

Rated 5/5 overall across 130+ Google reviews
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Our services for your Financial & Estate Planning needs are flexible and designed to get you the best coverage at the most reasonable rate in the market. We leverage technology and industry expertise to make your experience simple and effective.

Retirement planning

Even if your retirement is decades away, putting away a little bit of money is a great way to have a nest egg saved up for the future. With all the options available today, it can be overwhelming to find the right retirement plan to fit your requirements. But not anymore as Inforce Life is now offering you some of the most competitive retirement plans.

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Estate Planning

Let your family and loved ones enjoy the benefits of what you achieved over the years, without losing any of your Estate to taxes. When Estate Planning, having life insurance will serve you in many ways including wealth accumulation, Estate liquidity, debt repayment and income replacement. Purchase the best life insurance policy from Inforce Life today!

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Investment options

Making an investment can be an overwhelming process as natural human behaviours such as overthinking and overreacting get in your way. This is why it is best to have a seasoned financial advisor help you decide which options will work best for you. At Inforce Life, all of our investment solutions are tailored to your unique needs.

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Budgeting & borrowing

Our budgeting and borrowing services can help you make your financial goals come true. With strategic yet practical plans and tips to fit your lifestyle, our advisors at Inforce Life will help you solve your financial woes. Our solutions are effective and efficient, which means you’ll be able to attain your goals faster than you might think.

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What people say about us

Testimonial from Advisor

"It's been a privilege to partner with Inforce Life.  At Manulife one of our core values is to 'obsess about customers' and I've witnessed Inforce lead by example in putting their clients' — and their community's — needs at the forefront of their decisions."

James Richmond

National VP, Affinity Sales

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Testimonial from Advisor

"I've worked with Inforce Life since the beginning, they are a group of professional, dedicated and caring financial advisors with honourable goals of protecting families financially, and securing their futures."

Aula Izzat

Regional Sales Director, North East Ontario & Ottawa

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Testimonial from Advisor

"Inforce Life has shown a firm commitment to professionalism by encouraging their advisors to earn designations that increase their financial knowledge."

Sheila Godse

National Manager, Member Engagement

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Testimonial from Advisor

"I've had the pleasure of watching Inforce Life grow from a startup MGA to a significant player. I applaud them for their dedication to recruiting and their commitment to training and development. They create a culture that excels in personal development and give back to their community."

Michael Amo, FLMI

Director of Sales

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Testimonial from Advisor

"I've been in the industry for 20 years and know what success looks like and that's Inforce! Everyone should want to mimic Inforce for their own business. The Advisors that deal with Inforce get industry leading training, coaching and resources, in turn making them successful!"

Todd Straus, B.Comm

Director, Business Development Brokerage

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Testimonial from Advisor

"The management team at Inforce  Life run a first-class organization; they are 100% committed to the personal success of each team member and financial advisor and they are a people first company that embraces diversity. It’s a real pleasure supporting this team!"

Fraser Campbell

Regional Sales Director

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Frequently asked questions

What should I look for in an MGA?

This is definitely an important question for the success and longevity of your practice! In short, here are 5 key items to look for as you select the MGA with whom you'll partner with for the growth of your business. (1) Look for an MGA who has a leadership team seasoned and successful in the business as advisors in their own right. (2) Review if the MGA has had a healthy year-over-year growth rate as an indicator of their stability and momentum in order to support you. (3) Check to see that the MGA has contracts with key insurers in the Canadian market and whether or not they are independent or a particular insurer has acquired some or all the stake in the MGA. (4) Do they have a fulsome training program which evidences their knowledge and connectivity in the industry? (5) And, look beyond the MGA towards what other projects they are involved with and how they give back to the communities they serve, this is a tell-tale sign that they are humans who care, and that will translate to their caring about you and your business.

What’s your vision?

Our vision is to become Canada’s strongest and most innovative distributor of financial services products. We aim to consistently provide our advisors with all of the support needed to thrive. We have a strong focus on building proprietary tools, advisor loyalty, and lead generation systems.

How big is your brokerage?

We launched in 2012 and have grown 12x, reaching 85+ advisors. We’re licensed in 6 provinces: British Columbia, Alberta, Ontario, New Brunswick, Nova Scotia, and Newfoundland and Labrador. We’re an agile brokerage with plenty of room for growth and innovation, and an unwavering commitment to rapid expansion.

What makes your brokerage different?

Our culture strikes the right balance between a family and corporate outlook. On top of that, we offer, HLLQP training programs, new advisor training programs, weekly CE credit programs, and high net worth client training programs. We leverage cutting-edge technology (such as Apexa and Wealth Serv) and provide incentive programs, marketing support, joint field work, and access to industry specialists and mentors.

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