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Succession through Partnership

Partner with a broker who shares your values.

Insurance is a relationship-based business. With a business model that places community, people, and the customer first and foremost – and has since day one – partnering with Western Financial Group means partnering with someone just like you.

We understand that the right succession plan to secure your legacy is about more than numbers, synergies, and shared goals. It’s about finding a partner that earns your trust and shares your values.

Western has built strong and productive relationships with neighboring brokerage owners since our first merger in 1950, and we continue to grow the Western family by offering opportunities that make sense for owners, employees, and communities.

Our Guiding Principles





Starting with small-town roots, Western Financial Group is Canada’s national broker with the local touch.

Our Guiding Principles help us hold onto the culture that existed in Western Financial Group when there were less than 10 employees, and they continue to guide us today with nearly 1,900 team members. These principles are the foundation of every aspect of our business – our approach to customer experience, employee support, and our business partnerships.


Interested in starting a conversation?

Mark Rouleau, Chief Strategy Officer, welcomes the opportunity to talk to you about everything Western has to offer.

Mark Rouleau
Chief Strategy Officer, Western Financial Group
Ph | 403-336-5937
Email | mark.rouleau@westernfg.ca