
MGA - Affinity Financial Wealth Management Group Inc.
For: Equitable Life, Foresters, CPP
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
AGA - Affinity Financial Services Inc. (MGA - CF/Gryphin)
For: (CF) iA, Manulife, Canada Life, Specialty Life
(Gryphin) Sun Life, Empire Life, BMO
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
AGA - Affinity Financial Services Inc. (MGA - FHG)
For: Desjardins, RBC, Ivari, Assumption Life, Beneva
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

General Documents

Contact List

Forms - Insurance

Canada Life

CPP

Equitable Life

iA

Manulife

Sunlife

Forms - Investment

Canada Life

Equitable Life

iA

Manulife

Sunlife

CE Course

Advisor Change / Agent of record change

Incentive Program/Contest
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.
MGA - Affinity Financial Wealth Management Group Inc.
For: Equitable Life, Foresters, CPP
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
AGA - Affinity Financial Services Inc. (MGA - CF/Gryphin)
For: (CF) iA, Manulife, Canada Life, Specialty Life
(Gryphin) Sun Life, Empire Life, BMO
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
AGA - Affinity Financial Services Inc. (MGA - FHG)
For: Desjardins, RBC, Ivari, Assumption Life, Beneva
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

Compliance Documents

Reason Why Letter - Templates
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.
MGA - Affinity Financial Wealth Management Group Inc.
For: Equitable Life, Foresters, CPP
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
AGA - Affinity Financial Services Inc. (MGA - CF/Gryphin)
For: (CF) iA, Manulife, Canada Life, Specialty Life
(Gryphin) Sun Life, Empire Life, BMO
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
AGA - Affinity Financial Services Inc. (MGA - FHG)
For: Desjardins, RBC, Ivari, Assumption Life, Beneva
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

Advisor Guide

BMO

Canada Life

CPP

Desjardins

Equitable Life

Foresters

iA

Ivari

Manulife

Pacific Blue Cross

RBC

Sunlife

Claims
Forms
How to file a claim
Remarks
Please ensure the selected payment method is accurate:
-
Cheque Payment
-
Direct Deposit
If you choose Cheque Payment, please confirm that the delivery address is correct. This may include:
-
The client's address
-
The advisor's address
-
The agency's address (e.g., MGA office or corporate agency address)

Dividend Scales

Financial Facts

Living Benefits - Critical Illness

Canada Life

Desjardins

Equitable Life

Foresters

iA

Manulife

Sunlife

Underwriting

Underwriting

Underwriting (Non-Residency)

Strategies

IFA
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.
MGA - Affinity Financial Wealth Management Group Inc.
For: Equitable Life, Foresters, CPP
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
AGA - Affinity Financial Services Inc. (MGA - CF/Gryphin)
For: (CF) iA, Manulife, Canada Life, Specialty Life
(Gryphin) Sun Life, Empire Life, BMO
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
AGA - Affinity Financial Services Inc. (MGA - FHG)
For: Desjardins, RBC, Ivari, Assumption Life, Beneva
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

Fund Code, Fund Facts and Performance

Advisor Guide

Focus List/Recommended List

Canada Life

Desjardins

Equitable Life

iA

Manulife

Information Folder

BMO

Canada Life

Equitable Life

iA

Manulife

RBC

Sunlife

Investment Loan

B2B

IA

Manulife Bank

Investor Profile
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.
MGA - Affinity Financial Wealth Management Group Inc.
For: Equitable Life, Foresters, CPP
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
AGA - Affinity Financial Services Inc. (MGA - CF/Gryphin)
For: (CF) iA, Manulife, Canada Life, Specialty Life
(Gryphin) Sun Life, Empire Life, BMO
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
AGA - Affinity Financial Services Inc. (MGA - FHG)
For: Desjardins, RBC, Ivari, Assumption Life, Beneva
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

Analysis Tools & Calculator

Illustration Tools
















Compulife Insurance Quote
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.