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Succession through Partnership

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.

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People First

Our people are the heart of who we are. We think our teams are the best of the best in the industry. We do what it takes to attract and keep top talent.

  • •    Big broker opportunities, family broker feel
  • •    Competitive total rewards package
  • •    Employer paid group insurance premiums
  • •    Paid training for brokers
  • •    Mentorship from line of business experts
  • •    Extensive opportunities for career growth
  • •    Community involvement across Canada
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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

Interested in starting a conversation?

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Customer Experience Excellence

At Western, our customers shape who we are as an organization. We wouldn’t be where we are today without their loyalty. We focus on providing a best-in-class customer experience.

  • •    1,900 licensed insurance experts in nine provinces
  • •    Line of business specialists in commercial, personal, financial services, employee benefits
  • •    Wide access to markets
  • •    MyWestern customer portal
  • •    Omni-channel options for doing business
  • •    24/7 claims support
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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.