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
BMO
Kulvinder Hunjan, Mortgage Specialist
403-305-5331; kulvinder.hunjan@bmo.com
Wasiq Khan, Vise President / Mortgage Specialist
780-915-4395; wasiqkhan@bmo.com
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
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
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
FINEVO
Dan Steinberg, Regional Vice President 403-618-0094; dan@heritagelanding.com
EVEREST
🌐 https://www.everestfuneral.ca/wfgagent/
Sue Wu, Regional Sales Director 403-809-6072; swu@everestfuneral.com
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
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
Jamila Valli, Regional Sales Manager, North and South Saskatchewan; 587-709-4786; jamila.valli@cpp.ca
Advisor support: WFG Helpline: 1-844-934-6060 option 2 wfgsupport@cpp.ca
New Business: newbusiness@cpp.ca
Contracting: wfgcontracting@cpp.ca
Customer Service: customerservice@cpp.ca
Underwriting: wfgunderwriting@cpp.ca
For access to product information and forms: WFG | Canada Protection Plan (cpp.ca)
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
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
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
BENEVA
Paul Grunsell; 403-462-9964; paul.grunsell@beneva.ca
Harley Kizner; 780-554-3540; harley.kizner@lacapitale.com
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
YORKVILLE
Liza Pincombe
(☎) 403-880-3392
liza@yorkvilleasset.com
This is for mutual fund licensed agents only.
Q4 2023, SEG FUND Platform coming soon.
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
Naveen Majumder
Account Executive, Western Canada
Call or Text: 587 430-3091
naveen.majumder@empire.ca
Matthew Rachinski
Regional Sales Associate, British Columbia & Alberta
Call or Text: 587 708-7106
matthew.rachinski@empire.ca
Brennan Smith
Regional Sales Associate, Saskatchewan & Manitoba
Call or Text: 343 266-4811
brennan.smith@empire.ca
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