Keep yourself on the loop and stay updated.

WEBSITES YOU'LL FIND USEFUL

FOR LICENSED AGENTS

APPLICATIONS & FORMS

Client Information Gathering Form - For insurance Applications
Mortgage Application
First Time Home Buyer - Data Gathering Form
Home Owner - Data Gathering Form
Business Pipeline - Google Sheet
Financial Independence Number Calculator - FIN 
Requirements for Mortgage Applications 

NON-LICENSED AGENTS

INSURANCE WEBSITES

ivari.ca
equitable.ca
ia.ca
cpp.ca
Empire Life
everestfuneral.ca/wfgagent
manulife.ca
manulifetravelinsurance.com

INVESTMENT WEBSITES

b2bbank.com
tdadvisor.ca
franklintempleton.ca
invesco.ca
mackenzieinvestments.com

REFERRAL WEBSITES

4 Pillars – debt consolidation
Aon – home, pet, and business insurance
BMO Mortgage – mortgages
Heartland – tuition consultant
Legacy Shield – estate planning

THIRD PARTY WEBSITES

Savings Calculator – from WSB
Loan Calculator – from B2B
Debt Calculator – from WSB
Risk Questionnaire – from WSB
Learn and develop your computer skills 
Equifax Credit Report

Software Downloads

Teamviewer - For remote support
Zoom - For Virtual Meetings
Dropbox - For on line file storage 
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