Qualified Financial Services provides training and development to professional career-minded brokers.

Our main focus at Qualified Financial Services is to offer our brokers an advantage over the market with the autonomy they desire and yet still offer the support they require to excel in their business. We have the infrastructure and support programs like a career office, with the flexibility and efficiency of an MGA.

Some of the distinct advantages that Qualified Financial Services offers are monthly training seminars, customized marketing pieces and sales concepts, one-on-one consulting, integrated marketing, resource centre, InSite (on-line real time information on each and every case at your fingertips) and development support. Our business expertise offers advisors world class management with the resources and support they NEED TODAY.

Our brokers have access to InSite – real-time, all-the-time, on-line access to all your business with all carriers through one portal and much more. InSite is a real-time on-line new business and in force insurance administration centre. This is not a copy of data of report on-line. This is the actual system used by our staff to compile and manage policy information on behalf of all our associate advisors. Qualified Financial Services is the only true virtual Insurance agency. All Qualified Financial Brokers are encouraged to take advantage of up-to-the-minute policy information, product updates, training tools – all on-line.