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MGA - Affinity Financial Wealth Management Group Inc.

For: Equitable Life, Manulife, 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, 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

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Advisor Guide
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BMO
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Canada Life
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CPP
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Desjardins
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Equitable Life
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Foresters
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iA
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Ivari
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Manulife
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Pacific Blue Cross
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RBC
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Sunlife
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Claims
Forms
How to file a claim
Remarks

Please ensure the selected payment method is accurate:

  1. Cheque Payment

  2. 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)

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Dividend Scales
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Financial Facts
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Living Benefits - Critical Illness
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Underwriting
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Strategies
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Fund Code, Fund Facts and Performance
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Advisor Guide
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Focus List/Recommended List
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Information Folder
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Investment Loan
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B2B
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DUCA
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IA
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Manulife Bank
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Investor Profile
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General Documents
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Client Access
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Commission Schedule
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Contact List
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Forms - Insurance
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Forms - Investment
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CE Course
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Advisor Change / Agent of record change
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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.

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