EQUITABLE LIFE
(☎) 1-888-747-7418 / https://advisor.equitable.ca/advisor/en
Tanya Gilroy, Regional Life Sales Manager
403-921-0918; tgilroy@equitable.ca
Aron Barabas, Regional Investment Sales Manager
403-389-1793; abarabas@equitable.ca
New Business: indnewbus@equitable.ca
Inforce Life: inforcelifemail@equitable.ca
Claims: individualclaims@equitable.ca
Savings & Retirement: savingsretirement@equitable.ca
Producer Admin: fieldpayroll@equitable.ca
IVARI
Ivari WFG Rocks 1-866-934-7625; wfgrocks@ivari.ca
Naushin Lalani, Managing Director for Insurance 403-400-7112; naushin.lalani@ivari.ca
Dianna Chen-Bitinsky, Sales Director, AB 639-318-6340; dianna.chen-bitinsky@ivari.ca
Christine Kitlar, Associate Sales Director, AB 403-809-1976; christine.kitlar@ivari.ca
Upcoming & Previous webinars visit: ivari.ca/ivari-presents
Maple: http://www.getmaple.ca/ivari
ORIENTATIONS: https://ivari.ca/360-orientation/
INDUSTRIAL ALLIANCE
IA Insurance 1-844-934-6942
IA Excellence 1-800-465-5818; livingbenefits@ia.ca
IA Clarington 1-877-386-3422; funds@iaclarington.com
John Tam, Individual Investment and Retirement Products 403-690-0229; john.tam@ia.ca
Priya Naidoo, Business Development Director, Western 604-374-5742; priya.naidoo@ia.ca
Ken Chen, Sales Director Insurance 587-215-6533; ken.chen@ia.ca
Craig MacFarlane, Sales Director Insurance 587-215-3077; craig.macfarlane@ia.ca
Ivania Venegas, Regional Sales Director, Living Benefits, 403-333-5165; ivania.venegas@ia.ca
Important Email Addresses
Savings & Retirement: iattransactions@ia.ca
In force life policies: wfgtransactions@ia.ca
Underwriting life policies: wfgnewbusiness@ia.ca
Disability policies: livingbenefits@ia.ca
BMO
Kulvinder Hunjan, Mortgage Specialist
403-305-5331; kulvinder.hunjan@bmo.com
Wasiq Khan, Vise President / Mortgage Specialist
780-915-4395; wasiqkhan@bmo.com
EVEREST
🌐 https://www.everestfuneral.ca/wfgagent/
Sue Wu, Regional Sales Director 403-809-6072; swu@everestfuneral.com
CANADA PROTECTION PLAN
Gagan Vig, Regional VP, Alberta South and Manitoba, 403-909-2571; gagan.vig@cpp.ca
Noel Mak, Regional VP, 780-909-3990; noel.mak@cpp.ca
Advisor support: WFG Helpline: 1-844-934-6060 option 2 wfgsupport@cpp.ca
Canada Protection Plan
Contract set up: wfgcontracting@cpp.ca
New Business: newbusiness@cpp.ca
Customer Service: customerservice@cpp.ca
Underwriting inquiry: underwriting@cpp.ca
Illustration/Sales Support: wfgsupport@cpp.ca
Online policies(Bluesun):wfgcontracting@cpp.ca for password
E-app: E access registration link: https://go.eaccess.ca/#registeration
E-access reset: sales@cpp.ca
Foresters Financial
Contract set up: nbagents@foresters.com
New Business: wfgcasemanager@foresters.com
Customer Service: clientservice@foresters.com
Underwriting inquiry: underwritinginquiries@foresters.com
Illustration/Sales Support: wfgsupport@cpp.ca
Online policies: Bluesky: wfgsupport@cpp.ca for password
E-app: Insurance Assist: wfgsupport@cpp.ca for password
Our new Advantage Plus product from Foresters is here!
To quote: https://sky.foresters.com/skyinstall/skyinstallation.exe
E-app scripts Agent System (wfg-assist.com)
Mobile link: https://sky.foresters.com/skylite/
BlueSky link: https//bluesky.foresters.com
EMPIRE LIFE
For customer service call your dedicated WFG team
1-877-WFG-GROW (1-877-934-4769)
wfggrow@empire.ca
Tech support: salescentre@empire.ca or call 1 866 894-6182
Dan Sims, BComm
Account Executive, Investments
BC, Alberta, Prairies
403 392-0199
dan.sims@empire.ca
Liza Pincombe
Account Executive, Insurance
BC, Alberta, Prairies
403 992-3017
liza.pincombe@empire.ca
Judy Shibata, CEA, ACS
Account Executive, Insurance & Investments
Ontario & Atlantic
416 428-2724
judy.shibata@empire.ca
Join Matthew every 1st & 3rd Thursday of the Month at 2PM (ET) for a live demo on how to submit an e-application. Register now!
Insurance live demo - register now! (1st Thursday of the Month)
Investment live demo - register now! (3rd Thursday of the Month)
BENEVA
Paul Grunsell; 403-462-9964; paul.grunsell@beneva.ca
Harley Kizner; 780-554-3540; harley.kizner@lacapitale.com
Jamila Valli;
Savings; 1-888-392-2583; savingsoperations@lacapitale.com;
Fax: 1-855-896-9480
Life & Disability; 1-855-795-2318; brokerage.support@lacapitale.com
Contracting & Compensation; 1-877-847-8154; contract.remuneration@lacapitale.com; Fax: 418-644-5228
Send the following documents by email (contract.remuneration@lacapitale.com)
1.WFGIA Associate Information Form
2. Current E&O certificate
3. Life license
4. A&S license
CREDIT LIFT
John Croft
Tel: (403) 483-4357; Email: john@creditlift.ca
Learn your options when dealing with debt
https://creditlift.ca/ebook/
4 PILLARS
Pradeep Padmanabhan; Serving Northern AB and Northern BC thru Offices in Edmonton, Fort McMurray, Grande Prairie and Prince George.
Tel: (780) 665-3767; Fax: 1-(888) 370-6253; Email: pradeepp@4pillars.ca; https://www.4pillars.ca/ab/edmonton
RIMI
From 9:00am to 9:00pm Eastern time, Monday to Saturday
Customer care centre numbers:
1-833-366-0878 & 416-987-8385
Please contact us for all these queries and services:
Setting up of RIMI Dashboard (online portal registration)
Information relating to coverage details
Information relating to policies and quotes that you have issued
Information relating to policy cancellation
Premium payment updates and queries
Changes in policy effective date
Any other information relating to RIMI Secure Travel products
Isaac Sananes / Managing Partner
(416) 881-6297 / 844-255-4372
4711 Yonge Street, 10th Floor
Toronto, Ontario M2N 6K8 Canada
AON
Visit WFG.AON.CA / aon.com/canada/wfg/index
Home & Auto: 1.800.448.2539 / Pet Insurance: 1.800.364.8422 /
Health & Benefits: 1.844.898.4742 / Commercial: 1.289.313.2600
WFG Referral Program Contacts
Sunny Sharda; Program Manager;(647) 502-3496; sunny.sharda2@aon.ca
Farooq Rahimi; ONTARIO; (416) 227-3584; farooq.rahimi5@aon.ca
Zoe Curtis; Quebec and Atlantic; (613) 792-4854; zoe.curtis10@aon.ca
Chris Hannon (She/Her)
Account Manager, Individual MGA
GreenShield Insurance
5160 Yonge Street, Suite 500, Toronto, ON M2N 6L9
416-221-7001 x 3411 | 1-800-268-6613
416-592-0257 (mobile)
christine.hannon@greenshield.ca
greenshield.ca
Commercial Insurance here
Home and Auto Insurance here
Pet Insurance here
National Program Overview here
MANULIFE
(☎) 1-877-654-2757; am_brokersupport@manulife.ca
Brendan Alexander, Int. Wholesaler, Affinity Markets; 1-800-346-9285, ext 242627; Brendan_alexander@manulife.ca
Sameer Suri, Affinity Sales Manager; 226-749-2167; sameer_suri@manulife.ca
Brandon Yip, Group Benefits, (780) 822-6712; Brandon_Yip@manulife.ca