Wealth Link Financial

Who We Are

At WealthLINK Financial Services, we are a boutique-style Managing General Agent (MGA) dedicated to providing innovative solutions, a supportive environment, and a dedicated team. Located in the heart of Kelowna, British Columbia, we offer services to producers throughout the province. 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.

Our History

Our company has a rich history, dating back to 1988 when it began as a Seaboard Life Insurance regional office. Through a series of mergers and acquisitions, we eventually became an MGA representing IA Pacific. 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.

What Sets Us Apart

At WealthLINK, we believe in being innovative in our approach to solutions, not just products. We focus on guiding you to build your business, and we take ownership of your problems to provide solutions. We are local, responsive, and knowledgeable, with a team of experienced professionals who are dedicated to earning your business. Our office is located in Kelowna, British Columbia, and we serve producers throughout the province.

Our Values

At WealthLINK, we believe in the importance of three key factors when choosing a Managing General Agent: compensation, service, and sales support. While compensation used to be the driving force behind your choice, we have seen a leveling of that playing field in recent years. We offer a competitive compensation schedule with increased overrides based on increased production. Superior service is preached by many, but delivered by few. We pride ourselves on being local, responsive, and knowledgeable, taking ownership of your problems and providing solutions. Our sales support is designed to work with you and your unique book of business to explore opportunities for internal growth and external expansion. We are not just a product shelf; we are your partners in growth.

Our Carriers

At WealthLINK, we offer an expansive selection of carriers, allowing you to broker the top companies in Canada. From our mutual fund dealer to our suite of insurance products, we have a wide range of options to help you build your business.

Our Team

Our team is comprised of experienced professionals with a combined total of over 100 years in the financial services industry. Our team members have a wealth of knowledge and expertise, and we are proud of the strong reputation we have built in the industry.

Gary Wardrop, CLU, Partner

Gary has over 30 years of experience in the insurance industry, beginning with a major Canadian insurer as a marketing manager in the employee benefits field. He has been a member of Advocis since 1990, a CLU since 1994, and an RHU since 2009. Gary has also been a main platform speaker at Advocis schools and National Living Benefit conferences, and is currently serving on the CAILBA board.

Mike Mervyn, CFP CLU GBA RHU, Partner

Mike began his career in the insurance industry in 1997 as a portfolio manager with a major Canadian insurance company. He has since worked in various roles, including as a broker and a general agent. Mike has been a member of Advocis since 2000 and has earned the designations of CFP, CLU, GBA, and RHU.