Our History

WealthLINK Financial Services began as a Seaboard Life Insurance regional office back in 1988. Through a merger and acquisition we eventually became an MGA representing IA Pacific approximately 14 years ago. Over the last decade our MGA has grown and expanded to represent all major carriers.

On January 1st, 2011 we rebranded as wealthLINK Financial Services Inc. Our office is located in Kelowna, BC.

Who we are

WealthLINK Financial Services is a boutique style MGA offering innovative ideas, a supportive environment and a dedicated team.

Located in the heart of the Okanagan, we provide services to producers throughout
British Columbia.

We are more than just a liaison between insurers and professional licensed advisors – we want to be considered as an integral part of your team.

Innovative

We think differently, in terms of solutions, not products and guiding you to build your business.

Dedicated

It is all about your success, we stand up for you and your clients and are dedicated to earning your business.

Supportive

We are essentially your “team” in the background. We support you through exceptional customer care and attention as well as training and education.

Don’t just take our word for it, we are more than willing to provide you with the names and contact numbers of producers who can give you a first hand opinion of what our organization is like to deal with.

Our Difference

When choosing which MGA to do business with, we understand there are a variety of choices.

For the most part it comes down to three factors: compensation, service and sales support.

Compensation used to be the driving force behind your choice in MGA however over the past few years we have seen a levelling of that playing field. WealthLINK offers a competitive compensation schedule with increased overrides based upon increased production.

Superior service is preached by many but delivered by few. The only real measurement of service comes from your own experiences and hopefully our MGA will exceed your expectations. We are local, responsive and knowledgeable. We take ownership of your problems and provide solutions.

Sales support is quickly becoming the major factor used by many producers when deciding which MGA to use. WealthLINK is confident in our ability to provide you with innovative solutions and proven results. We are not simply a product shelf we are your partners in growth. We work with you and your unique book of business to explore opportunities for internal growth and external expansion.