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CANADIAN
DREAM BUILDERS TEAM

ALL INFORMATION IN THIS TAB IS DIRECTED TOWARDS OUR CANADIAN TEAM, IF YOU HAVE ANY FURTHER QUESTIONS PLEASE CONTACT YOUR SENIOR

MARKETING DIRECTOR (SMD) 

Annual Convention - Las Vegas

This event is a testament to the strength and resilience of our team. The convention will feature insightful keynote speakers, interactive exhibit hall, and networking opportunities designed to inspire and empower our team. We will celebrate our successes, reflect on our challenges, and chart a course for an even more successful future together.

This Year:  July 15-18, 2024

*Registration opening soon*

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ON BOARD CHECK LIST

1. Sign-up with WFG

2. Obtain your unique AMA with WFG

3. Set up your Launch Website

4. Purchase Pre-licensing Bundle

5. Complete Ethics quiz to unlock Certifications 

6. Complete all 4 Certification Exams 

7. Book and write your Provincial exams

8. Complete WFG Compliance course

  • Anti-money Laundering Course

9. Apply for Police Clearance Certificate with Triton

10. Sign in your Agent Agreement in WFG launch & Complete Ethics course with IVARI

11. Access MyWFG website

12. Fill the E-contracting application along with WFGIA

      agreement   

13. Set up Direct Deposit

14. Submit FSRA Link & payment 

15. Check FSRA website for your License number

16. Download & email the copy of your License to WFG Head office

17. Set up Platform fees payments on recurring

18. Set up your WFG email

19. Set up your advisor accounts with various product partners

20. Checkout the MyWFG website- Leaders Bulletin, Custom    reports, Advancement Guidelines, Commission Statement

How To Get Contracted With Ivari:

STRAIGHT LINE THINKERS

The concept of Straight Line Thinkers is a collection of thoughts, people and ideas that help us get our businesses to succeed in the most direct, quickest way possible.

"Through our “Meet Our Leaders” podcast each Monday and the “Think & Grow with Rich” podcast each Friday – and a growing library of “Breakthroughs” – what we plan to share here is a collection of lessons from some of the most successful people in our industry."

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Pursue Financial Security

Whatever your life’s goals, our financial professionals can help design a strategy tailored to your specific needs. Our financial company is primed to help you prepare for the long term with life insurance, education planning, and retirement strategies.

Build Your Own Business

Ready to own your future? Leveraging our turnkey business platform, you can build your own financial services business on your terms. Start full-time or part-time to earn extra income at your leisure. The WFG business opportunity is about helping protect people in your community while having the flexibility to grow your business as large as you desire.

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S.M.A.R.T  PLANNING

SPECIFIC

What do I want to accomplish?

MEASURABLE

How will I measure the achievement of my goal?

ACHIEVABLE

What are the specific steps to reach my goal? 

RELEVANT

How does this goal relate to my long-term goals & interests?

TIME-BASED

When do I want too complete my goal?

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