Investing in Happiness

 
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In 2010, we started as a small MGA, with 60 advisors, committed to growing a life-changing organization with integrity, centered around the promise of doing better for people. Today, we’ve grown into a wealth creation company with over 2,000 professionals, dedicated to continuously uphold our standard of doing things the right way in the financial industry.

 
 
 
 

Greatway Financial was established as an MGA, back in November 2010. Our mission was - and still is – to help as many Canadians build a better financial future through people-focused financial education. Without reservation, we believe in putting ourselves in our client’s shoes; and this belief has given us the privilege to meet with people from all walks of life and understand how to best solve unique retirement, wealth transfer, legacy building challenges. Our strategies aim to protect the most important assets in the lives of our clients, and their families. We hold ourselves to the highest standard; spending countless hours explaining every policy and making sure clients fully understand and benefit from them. This, above all, is the reason why many clients trust Greatway. (Related: We Should Be A Vessel of Change)

 

In complement to our dedication to genuine interactions and quality relationships, our investment in our advisors and office personnel has catapulted the growth of our business. In fact, our unconventional decision to completely remove office fees (for branch memberships, printing, and training) is now a cornerstone of our system and the catalyst to our sudden exponential growth. We strongly believe that every professional should have access to the tools they need to make a life-changing impact. Beyond the office perks, Greatway is backed by a team of world-class experts, trusted multinational partners, and the best technology talent. In retrospect, we are but the sum of our parts; an eclectic pool of talented team members who work tirelessly to propel us to become an industry-leading company. – this is the Greatway Advantage.

 

Throughout the years, we have formulated a success-proven business system - focused on providing first-class training, and industry-leading compensation. The "no office fees" strategy, coupled with complimentary worldwide trips, first-class seminars, and experiences, have stood-out as innovative, organizational growth approaches that compelled independent advisors across the country to join an organization that is committed to investing in happiness; not only for our clients but for Greatway entrepreneurial-minded professionals as well. Every year, Greatway truly believes in investing to help advisors reach their full potential Ultimately, it is our commitment to our people’s happiness that has shifted the industry. Sending our advisors to powerful, global seminars such as Anthony Robbin's "Unleash the Power Within", for instance, or having candid conversations about wealth building, has helped us all invest in everyone’s happiness. (Related: A Success Formula)

 

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