Focused on what matters to you
Your needs and goals are at the forefront of everything we do
14
offices
Coast-to coast presence across Canada
25+
years
Award winning and industry-leading MGA
200+
employees
Dedicated leadership, exceptional advisor support
Championing advisor independence and empowering your success
Our advisor-first approach is rooted in our commitment to independence. Through our expertise, trusted support and comprehensive suite of solutions, we enable you to focus on what truly matters—delivering exceptional service to your clients and driving the growth of your business.
Comprehensive support to grow your business independently
Commitment to independence
Grow your practice on your terms, fully aligned with your independent vision
Navigate your journey
Advisor experience
Your business is our priority, we will do what it takes to support your unique needs
Explore holistic solutions
Comprehensive solutions
Access tools, services and resources designed to expand opportunities and drive growth
Streamline your advisory journeyThe IDC WIN team
We are partners, our collective experience will help you navigate challenges and seize opportunities
Reflect on our growthHelping you at every step
We put advisors first and support your unique needs
"At IDC WIN, we believe that by respecting each advisor’s unique approach, we empower you to grow your business on your own terms. Our commitment is to provide the resources, flexibility and support needed to thrive in the evolving insurance landscape, while honouring the entrepreneurial spirit that drives success."
Phil Marsillo
President and CEO
Experience"Our approach to business development is centered on providing advisors with the tools, expertise and partnerships they need to succeed. From wealth sales to tailored case consultations, our dedicated team is committed to helping you expand your practice and deliver the best possible solutions for your clients."
Greg Osmak
Executive Vice President, Sales and Marketing
Support"At Workplace Solutions, we focus on integrating mental, physical and financial well-being to create solutions that truly engage and support plan members. Whether working with small business owners or larger organizations, our flexible approach respects your independence while expanding your business capabilities."
David Emanuel
Head of Workplace Solutions
SolutionsOur holistic framework
We build strong advisor relationships through open communication, future-forward technology and nationwide expert support. This all comes together to create a dynamic environment for your independent practice.
We're here to help. Reach out to your local IDC WIN office.
Let's work together