Jeffrey Wade
Global Pacific Financial Services Ltd. is a Canadian corporation that operates as a distributor of insurance and financial products. The company was founded in 1975 and has since become a leading Managing General Agency (MGA) for life and living benefits insurance and investment plans. Global Pacific represents and partners with several Canadian insurance and investment companies, including Allianz Global Assistance, Sun Life Financial, Canada Life, and AGF Management Limited. The company is committed to providing security and lasting value to its clients and partners by offering a broad range of insurance, savings, and investment products, as well as financial solutions. Global Pacific is licensed to operate in several Canadian jurisdictions, including Alberta, British Columbia, and Ontario, and has created a culture of trust and openness, with a dedicated and experienced team.
| Characteristics | Values |
|---|---|
| Type of company | Canadian corporation |
| Ownership | Independently owned |
| Type of agency | Managing General Agency (MGA) distributor for insurance and financial products |
| Licensed jurisdictions | Alberta, British Columbia, Northwest Territories, Ontario and Saskatchewan |
| Number of employees | 800+ |
| Partner companies | Allianz Global Assistance, Sun Life Financial, Canada Life, Desjardins Insurance, AGF Management Limited, Dynamic Funds, Fidelity Investments Canada, Setanta, Franklin Templeton Investments, Mackenzie Financial Corporation, Manulife Investments, IA Clarington, Invesco Trimark, Canada Protection Plan, Empire Life Insurance Company, Equitable Life, Foresters Canada |
| Services | Life insurance, health insurance, wealth management, retirement savings, investment products, financial solutions, travel insurance, living benefits |
| Number of clients | Thousands |
| Area served | Canada |
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What You'll Learn
Global Pacific's history and partners
Global Pacific Financial Services Ltd. is a Canadian corporation that is independently owned and operates as a Managing General Agency (MGA) distributor for insurance and financial products. It was established in 1975 to represent independent life insurance agents for the sales and distribution of life insurance and savings products. Global Pacific is licensed in the following jurisdictions: Alberta, British Columbia, Manitoba, Northwest Territories, Ontario and Saskatchewan.
The company has several partners across insurance and investment management. Its insurance partners include Allianz Global Assistance, Sun Life Financial, TuGo, Canada Life, Canada Protection Plan, Desjardins Insurance, The Empire Life Insurance Company, Equitable Life, Foresters Canada, and BMO Insurance, among others.
Global Pacific's investment partners include AGF Management Limited, Dynamic Funds, Fidelity Investments Canada, Mackenzie Financial Corporation, Franklin Templeton Investments, IA Clarington, Invesco Trimark, and Manulife Investments.
Global Pacific represents leading Canadian insurance companies and financial institutions, providing independent advisors with financial solutions for their clients, including insurance, investments, and employee benefits. The company is committed to building and preserving wealth for its clients and partners by offering access to valuable life insurance, living benefits, savings, and investment products, with high-quality services and support.
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Investment plans and opportunities
Global Pacific Financial Services Ltd. is a Canadian corporation that operates as a Managing General Agency (MGA) distributor for insurance and financial products. The company was founded in 1975 to represent independent life insurance agents and has since become a leading distributor of insurance and investment products in Canada. Global Pacific is committed to providing security and lasting value to its clients and partners by offering a broad range of insurance, savings, and investment products, services, and financial solutions. The company is licensed to operate in several jurisdictions within Canada, including Alberta, British Columbia, Northwest Territories, Ontario, and Saskatchewan.
In terms of investment plans and opportunities, Global Pacific partners with several leading investment management firms to provide a diverse range of investment solutions to its clients. Here are some of the key investment partners and opportunities offered by Global Pacific:
- AGF Management Limited: AGF is a premier Canadian-based investment management firm serving clients globally. They offer segregated funds that combine the advantages of mutual funds, such as potential growth and diversification, with the security of insurance.
- Dynamic Funds: Dynamic Funds has evolved from a small investment club to a fully integrated wealth management firm. They provide professional investment advice and a range of wealth management services.
- Fidelity Investments Canada: As part of the global Fidelity Investments organization, Fidelity Investments Canada manages over $46 billion in mutual fund and corporate pension plan assets. They offer Canadian investors a full range of domestic and international investment opportunities.
- Mackenzie Financial Corporation: Mackenzie Investments is a leading investment management firm with $54.7 billion in assets under management. They provide investment advisory services and a comprehensive suite of quality investment products to meet various financial needs, including wealth generation, protection, and guaranteed income for life.
- Franklin Templeton Investments: With $34.1 billion in assets under management, Franklin Templeton Investments delivers an extensive array of investment solutions through its global network of offices in 30 countries. Their team of portfolio managers and analysts work around the clock to find the best investment opportunities for their clients.
- IA Clarington: IA Clarington is a wealth management firm that offers a broad selection of investment solutions, including the IA Clarington Funds, IA Clarington Inhance Funds, and the IA Clarington Target Click Funds. They seek leading portfolio managers from Canada and worldwide to manage their investment products.
- Setanta: Setanta specializes in active global equity management, investing in stocks based on fundamental value and quality. Their experienced investment team has a strong track record in global equity styles and regional, country, and specialist investment approaches.
By partnering with these and other reputable investment firms, Global Pacific provides its clients with access to a diverse range of investment plans and opportunities. These partnerships allow individuals, families, and businesses to work with financial professionals to meet their long-term financial goals and make informed decisions about their investment strategies. Global Pacific's commitment to security, integrity, and ethical practices further enhances the safety of investing through their platform.
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Insurance products offered
Global Pacific Financial Services Ltd. is a Canadian corporation that operates as a Managing General Agency (MGA) distributor for insurance and financial products. It was founded in 1975 to represent independent life insurance agents for the sales and distribution of life insurance and savings products. The company is independently owned and licensed in the following jurisdictions: Alberta, British Columbia, Manitoba, Northwest Territories, Ontario and Saskatchewan.
Global Pacific offers a broad range of insurance, savings, and investment products, services, and financial solutions. The company works closely with financial professionals to deliver products and services that meet their clients' evolving insurance, savings, and retirement income needs.
Global Pacific represents leading Canadian insurance companies and provides a range of insurance products, including:
- Life insurance: Global Pacific offers life insurance products to individuals, families, and business owners. Their partners, such as Canada Life, provide a wide range of insurance options, including savings and investments, retirement income, and critical illness insurance.
- Health insurance: Desjardins Insurance, a partner of Global Pacific, specializes in providing health insurance coverage to individuals and groups.
- Travel insurance: Global Pacific partners with Sun Life Financial and TuGo (formerly Travel Underwriters), offering travel insurance to Canadians travelling abroad.
- Retirement savings: Desjardins Insurance and The Empire Life Insurance Company offer retirement savings products to help Canadians secure their financial futures.
- Living benefits: Global Pacific provides living benefits insurance, which includes critical illness and disability insurance. Canada Life, one of their partners, offers disability insurance as part of their product range.
- Wealth management: Global Pacific offers wealth management services through its partners, such as Canada Life, which provides wealth management products and services to individuals, families, and business owners.
Global Pacific is committed to providing valuable insurance products and services to meet the evolving needs of its clients. The company works with a diverse range of partners to offer customized solutions and ensure the financial security of its clients.
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Financial services and solutions
Global Pacific Financial Services Ltd. is a Canadian corporation that has been in operation since 1975. It is an independently owned Managing General Agency (MGA) distributor for insurance and financial products. Global Pacific is committed to serving the long-term interests of financial professionals and clients, offering a broad range of insurance, savings, and investment products, services, and financial solutions.
Insurance and Financial Products
Global Pacific represents leading Canadian insurance companies, distributing insurance and investment products to consumers through its advisor network. Each partnering company offers diverse products and services to meet the unique needs of their customers. Some of the companies they represent include:
- Allianz Global Assistance: Providing value-added travel insurance and assistance services to travelling Canadians.
- Sun Life Financial: Offering a diverse range of insurance and investment products to meet customer needs and goals.
- Canada Life: Specializing in insurance and wealth management products and services for individuals, families, and business owners.
- Desjardins Insurance: A subsidiary of the Desjardins Group, offering life insurance, health insurance, and retirement savings products.
- AGF Management Limited: A Canadian-based investment management firm serving global institutions and individuals.
- Mackenzie Financial Corporation: A leading investment management firm providing investment advisory services with a focus on balance and exceeding client objectives.
Financial Solutions and Support
Global Pacific is dedicated to providing superior client service with integrity, mutual respect, and a strong commitment to protecting sensitive financial information. Their experienced and knowledgeable team offers support to meet the evolving needs of clients, including:
- Life Insurance: Global Pacific provides access to valuable life insurance products, ensuring financial security for individuals and families.
- Living Benefits: They offer a range of living benefits solutions to enhance the quality of life for their clients.
- Savings and Retirement Income: Global Pacific assists clients in building wealth through savings products and retirement income planning.
- Investment Strategies: Their experienced advisors provide guidance on investment strategies, helping clients to preserve and grow their wealth.
- Financial Planning: Global Pacific offers comprehensive financial planning services, including estate planning and leveraged investment options.
- Business Solutions: They cater to the unique needs of businesses, offering services such as employee benefits and business succession planning.
Global Pacific Financial Services Ltd. is licensed to operate in several Canadian jurisdictions, including Alberta, British Columbia, Manitoba, Northwest Territories, Ontario, and Saskatchewan. With a strong focus on client satisfaction and a broad range of financial services, Global Pacific is well-positioned to help individuals, families, and businesses secure their financial futures.
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Global Pacific's values and culture
Global Pacific Financial Services Ltd. is a Canadian corporation that has been in operation since 1975. The company is independently owned and functions as a Managing General Agency (MGA) distributor for insurance and financial products. Global Pacific's values are deeply ingrained in the work they do and the culture they have cultivated.
At the core of Global Pacific's values is a commitment to honesty, ethics, and care. The company prioritises the protection and security of individuals, families, and businesses, ensuring they have the safety net that insurance provides. This commitment extends to their partners and suppliers as well, with a dedication to building long-term relationships and offering a diverse range of insurance and investment products to meet the unique needs of each customer.
The company culture at Global Pacific is characterised by trust and openness. The team is highly engaged and experienced, always ready to provide support and assistance to their clients. They understand the importance of sensitive insurance and financial information and approach every interaction with integrity and mutual respect. Global Pacific fosters a collaborative environment, regularly conducting in-house business development and training sessions to ensure their team's growth and development.
Global Pacific is committed to helping individuals, families, and businesses achieve their financial goals and secure their future. With a dedicated Client Relations and Advisor Support Team, they offer valuable insurance, savings, and investment solutions, always striving to provide the highest quality services and support.
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Frequently asked questions
Global Pacific Financial Services Ltd. is a Canadian corporation that is independently owned and licensed in several Canadian jurisdictions. It has been in operation since 1975 and is a leading distributor of insurance and financial products. Global Pacific represents several leading Canadian insurance companies and investment management firms, and its team is described as honest, ethical, and caring. Therefore, it can be considered a safe investment option.
Global Pacific offers a broad range of insurance, savings, and investment products, including life insurance, living benefits, retirement income, wealth management, and investment plans.
Global Pacific has a strong commitment to its clients and partners, offering valuable insurance and investment products with high-quality services and support. The company also has a culture of trust and openness, with a dedicated team that is engaged and experienced.
Global Pacific represents and/or partners with several leading companies, including Allianz Global Assistance, Sun Life Financial, Canada Life, Desjardins Insurance, AGF Management Limited, Dynamic Funds, Fidelity Investments Canada, Mackenzie Financial Corporation, and Franklin Templeton Investments.
