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Let’s prep for
your legacy
together.
See our services below
Jane Doe *
*Designations if applicable
Jane Doe is currently a Life and Accident & Access in the following jurisdictions:
Alberta, Ontario, and British Columbia
Licensed Insurance Advisor
jane.doe@greatwayfinancial.ca
403-123-4567
I joined Greatway because I’ve always wanted to help people in my own way, and when I saw Greatway’s business opportunity it brought me hope, to be able to make a difference.
Before Greatway I was a Unit Clerk in Foothills Medical Centre, for 3 years, I’ve been working everyday just to make meets end. After few months of doing the business with my husband, I was able to quit that job and focus doing the business full time in September 2019. Life has never been the same and is amazing ever since.
Helping Canadians since 2016
Investments
This includes IRPs, RRSPs, TFSAs, RESPs
Life & Travel Protection
Universal Life Insurance, Whole Life Insurance, Term Life Insurance
Business Plans
Corporate Insurance, Group Business Plans; etc.
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consultation!
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