End to end solutions to build your practice
End-to-end solutions to
build your practice
Advisor Solutions
Your Success is our Business.
IDC WIN provides Advisors with a complete range of products and services that are essential to growing their practice and expanding business opportunities. The partnership we develop with you helps us both achieve success.
As part of our product offering, our team will also provide the latest market data and support Advisors in choosing the best products to meet their clients’ needs.
We are licensed to sell life insurance and other insurance and financial products in the provinces of Ontario, British Columbia, Alberta, Saskatchewan, Manitoba, New Brunswick, Newfoundland, Nova Scotia, Quebec and Prince Edward Island.
Life, Health and Affinity Products
Advisors have access to a range of insurance products, including:
- Life insurance, both term and permanent
- Disability insurance
- Critical illness coverage
- Long-term care coverage
- Travel insurance
- Health and dental coverage
- Group Benefits and Pension Services
Investment, Banking and Wealth Planning Products
Investment, Banking and Wealth Planning Products
IDC WIN Advisors have access to investment management and wealth planning products from many trusted sources, including insurance companies and strategic partnerships. Our financial solutions include:
- Segregated Funds
- Banking Products and Services
- Term Deposits and Lending Products
- Mutual funds*
- Exchange Traded Funds*
- Registered Education Savings Plans (RESPs)
*Mutual Funds and Exchange Traded Funds are distributed though our sister company, Worldsource Financial Management Inc.
