IDC Worldsource Insurance Network Inc. logo
IDC Worldsource Insurance Network Inc. logo

We are proud of our rich history of supporting independent advice, which has been instrumental in shaping our success and the success of our advisor partners. Since 1998, we have experienced significant growth, driven by both organic progression and strategic acquisitions across Canada.

Paul Leonard founded IDC Financial – a company focused on supporting advisors

1998

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Worldsource Insurance Network (WIN) was formed, providing advisor support, insurance products and services nationally

2004

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WIN merges with IDC to form IDC Worldsource Insurance Network Inc. (IDC WIN), one of the largest life insurance MGAs in Canada

2011

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IDC WIN expanded in Alberta through the acquisition of the MGA business of Strategic Brokerage Services

2012

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Set up first office in Newfoundland through the acquisition of Capital Management Financial Advisors Inc.

2014

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Following successful expansion into Quebec, IDC WIN opened its first office in Montreal

2017

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Today, we are the leading MGA in Canada with 14 offices nationwide

2024

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Advisors icon

4,500+

advisors

Badge icon

500,000+

people

helped since inception through the sale of insurance products

Employees icon

200+

employees

Leading with expertise and collaboration

Our leadership team is dedicated to developing a collaborative approach with advisors, where your insights are valued and together, we foster a partnership that drives your success.

Meet our leadership team

Photo of Paul Brown

Paul Brown

Executive Chairman

Photo of Phil Marsillo

Phil Marsillo

President and CEO

Photo of Greg Osmak

Greg Osmak

Executive Vice President, Sales and Marketing

Photo of Chris Connelly

Chris Connelly

Executive Vice President, Strategy and Advisor Experience

Photo of Margaret Lyne

Margaret Lyne

Executive Vice President, Operations

Photo of Jason Payne

Jason Payne

Vice President, Banking, Wealth and Ontario and Atlantic Canada

Photo of Jas Gill

Jas Gill

Vice President, BC Region

Photo of Ronny Hui

Ronny Hui

Vice President, Prairie Region

Photo of Adrien Legault

Adrien Legault

Vice President and General Manager, Quebec Region

Photo of Samuel Chan

Samuel Chan

Vice President, Asian Markets

IDC WIN is a wholly owned, independent subsidiary of Desjardins group.

Visit Desjardinsarrow

Let's talk

Join Canada's leading MGA and grow your business on your own terms.

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