As a sales representative, we’re licenced to sell products from almost any insurance company, trust company, or mutual fund company in Ontario and could derive a sales commission or finders fee when we secure any financial products for you. Production bonuses may increase with sales volume.
We currently have insurance contracts with
BMO Life Insurance
Desjardins Financial Security
Separately, our Alberta and Ontario Securities Commission registration through the IPC Investment Corporation allows us to sell almost any mutual fund and limited market products, as well as deposit products, such as GICs, from most banks and trust companies. While you have the ultimate choice of the company you deal with, we expect, under this method of remuneration, you would let us place the business for you. Any conflicts of interest and all commissions or finders fees will be disclosed.