
DREAM BUILDERS
Build It Right, Build It With Pride
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.
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This Year: July 7-10, 2025
*Registration opening soon*
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ON BOARDING 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​
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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
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."

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?