A match for your practice
Tell us which clients you serve, your areas of expertise and the jurisdictions where you are licensed. We use that information when considering introductions.
For financial professionals
Receive introductions that match your practice.
Connect with business owners in Canada and the United States, and retirees or pre-retirees in the United States. Apply to partner with our network.
Apply to partner with PWG ↗Our network
100 active financial professionals across Canada and the United States.
We made 8,933 introductions to our network in the last 12 months. Professionals who demonstrate that they can serve our clients well can receive a share of those introductions, matched to their expertise and jurisdiction. We have limited openings and review your experience, licensing and capacity before discussing a partnership.
A conversation with context
Applicants share their situation with PWG. Our team calls to confirm their information and assess a suitable match before arranging a consultation.
Relevant experience
We look for professionals with experience addressing the planning needs of business owners or U.S. retirees, and the capacity to give new clients timely attention.
The qualification process
Show us where you do your best work.
Introduce your practice
Share your contact details, the locations you serve and the types of introductions you would like to receive.
Discuss your experience
Our team reviews your background and speaks with you about your approach, relevant cases and capacity for new introductions.
Confirm the fit
If there is an opening suited to your practice, we discuss partnership expectations and next steps with you.
Partner with PWG
Tell us about your practice.
Tell us where you can serve clients, which introductions interest you and your availability. Our team will review your application and contact you about potential fit.