We are a North American company with a combined 30+ years in the financial services industry serving customers.
We offer a unique Tribid model by combining the best of the captive companies and the best of the broker world to create a genuinely unique Managing General Agency (MGA) that works for both our clients and our Agents. We have become known across the country as one of the fastest growing MGA’s in Canada and we have expanded into the USA to bring this unique model south of the border.
Established in 2014, with our Headquarters in Guelph, Ontario with associates throughout Canada and the USA. Our Mission statement is Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow. Our success is partially due to our client solutions built around our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates.The Expert Financial Analysis provides a clear and accurate analysis of your current financial situation and shows you a step by step plan.
? Get out of debt years faster, potentially saving you thousands of dollars in interest and shaving years off your mortgage and debt payments.
? Set up proper saving plans for retirement, education and future goals.
? Help you review your insurance needs including establishing proper coverage amounts and potentially lowering your costs significantly.more...See more text