Strategic Solutions for Business Success
Advisor Support Services
Empowering advisors with comprehensive solutions to streamline operations, enhance client relationships, and drive growth. We handle the complexities, so you can focus on delivering value.
Seamless Transition & Onboarding
A structured six-phase process ensures a smooth, efficient transition for you and clients.
Business Growth & Development
Strategic tools and insights to attract clients, build relationships, and optimize operations.
Dedicated Advisor Engagement
Expert guidance tailored to align with your vision, goals, and growth strategy.
Investment & Wealth Solutions
“>Access flexible investment products and advanced tools to guide clients confidently.
Compliance & Regulatory Support
“>Proactive oversight to keep your practice aligned with evolving industry regulations.
Operational Excellence & Back-Office Support
Robust infrastructure to reduce administrative burdens and enhance efficiency.
Life & Health Insurance
Protect what matters most with comprehensive life and health insurance solutions. We offer tailored coverage to safeguard your financial future and well-being.
Life Insurance
Secure your family’s future with term, whole, and universal life policies.
Health Insurance
Access quality healthcare with flexible individual and group plans.
Disability Insurance
Critical Illness Coverage
Financial support for serious medical conditions.
Long-Term Care
Coverage for assisted living, nursing care, and extended medical needs
Investment Solutions
Empower your financial future with diverse investment solutions tailored to your needs. Our expert-driven strategies help you grow, protect, and manage wealth effectively.
Investment and Banking Solutions
Segregated Funds
Market-linked growth with capital protection
Annuities
Guaranteed income for long-term financial security
Guaranteed Investments
“>Low-risk options for stable returns
Banking Products
“>Flexible financial solutions to support your goals
Group Benefits
Empower your financial future with diverse investment solutions tailored to your needs. Our expert-driven strategies help you grow, protect, and manage wealth effectively.
Comprehensive Employee Benefits
Group Health Insurance
Comprehensive medical coverage for employees and their families.
Life & AD&D Insurance
Dental & Vision Plans
Long-Term Care Insurance
Disability Insurance
Group Accident & Hospital Insurance
Employer-Sponsored Retirement Plans
Health Reimbursement Arrangements (HRAs)
Pension Plans
Health Savings Accounts (HSAs)
Flexible Spending Accounts (FSAs)
Our Compliance
At MGA Canada Inc. we hold our Independent Insurance & Investments Advisors and network of partners to the same high standards of ethical conduct and commitment to customer satisfaction as we do ourselves.
Market Conduct Tools
- MGA Canada Inc. Advisor Code of Conduct
- Market Conduct Training for Advisors
Anti - Money Laundering Tools
- AML Program User Guide
Privacy Tools
- Guide to Create a Privacy Compliance Program
- Producer Privacy Breach Policy
- MGA Canada Inc
Needs & Analysis Tools
- CLHIA IVIC Suitability Needs-Based Sales Practices
- Fact Finding & Analysis Template
- Needs & Analysis Template
Point of Sale Disclosure
- Advisor Disclosure Template
- Point of Sale Disclosure for Segregated Funds Rules
- Additional Segregated Fund Disclosure
Replacements
- Replacement Disclosure Guide
- LIRD – Life Replacement Declaration
National Do Not Call List, Anti-Spam & other Telemarketing Rules
- CLHIA Industry Rules & Practices
- Anti-Spam Rules & Regulations
Fatca
- FATCA Agreement
AGA Compliance Oversight
- AGA Compliance Oversight
New Insurance & Investments Advisor Supervision Chart
- New Insurance & Investments Advisor Supervision Chart
- MGA Canada Organization Chart
Advisor Monitoring Policy & Procedure
- Advisor Monitoring Policy and Procedure
- MGA Canada Inc. Independent Advisor Agreement 2021
- MGA Canada Inc. Policies and Procedures for Record & Retention
Compliance Log & Handling Process
- MGA Canada Inc. Complaint Log
- MGA Canada Inc. Complaint Handling Policy
Acquisitions & Succession Planning
Canada provides a thriving environment for business growth, and strategic acquisitions are a key driver of success. Whether you’re exploring acquisition opportunities or planning the succession of your business, MGA Canada Inc. offers expert guidance and solutions tailored to your needs.
Our acquisition services ensure a seamless process, minimizing risks while maximizing value. Whether acquiring another business or positioning your company for acquisition, we provide the strategies and support needed to achieve your goals efficiently.
Succession planning is crucial for preserving your business legacy. Whether transitioning to a family member, an employee, or a third-party buyer, our experienced team ensures a smooth transfer with personalized strategies designed to meet your unique requirements.
Trust MGA Canada Inc. to secure the future of your business with professionalism and precision.
If you are an AGA or MGA interested in selling books of business or succession planning for your business!
Why Us
Selling or merging company at the right value
Identifying a successor to maintain business continuity
Minimizing risks and financial losses during transitions
Need more details about our Insurance and Investment Solutions? We’re here to help!
Contact Info
Toronto Office
(416) 491-7727
416-491-7102
- (905) 612-0800
- 905-612-0801