Business Details
12 Years
experience
Your Trusted Financial Partner in Guelph
Founded in 2014, Experior Financial Group has established itself as a leading provider of insurance and financial solutions across Canada and the United States. Our unique Tri-Brid model combines the strengths of captive companies, broker networks, and network marketing organizations to deliver personalized services tailored to individual client needs. With over 10,000 licensed associates, we offer comprehensive insurance products including life, disability, critical illness, and travel insurance, alongside retirement planning and investment solutions. Our proprietary Expert Financial Analysis (EFA) software enables precise financial assessments, creating clear pathways for clients to achieve their goals.Headquartered in Guelph, Ontario, and with a US office in Cheektowaga, NY, we prioritize ongoing agent training and support to ensure superior client outcomes. Our core values of teaching financial literacy, encouraging community involvement, and providing compassionate service guide every interaction. Recognized as one of Canada's fastest-growing MGAs, we expanded into the US market in 2019 to share our innovative approach. As a proud member of CAILBA, we maintain industry compliance while delivering exceptional value through competitive pricing and dedicated client advocacy.
Services
Term Life Insurance
Disability Insurance
Critical Illness Insurance
Retirement Planning
Travel Insurance
Health Insurance
Funeral Insurance
Home Insurance
Auto Insurance
Business Insurance
Details
- Year established: 2014
Highlights and features
- We offer a proprietary Expert Financial Analysis (EFA) software for personalized financial planning
- Our Tri-Brid model combines strengths of multiple industry approaches for comprehensive solutions
- 10,000+ licensed associates provide nationwide coverage across Canada and the US
- We provide ongoing agent training and support from experienced executive leaders
- Our 2014-established company has become one of Canada's fastest-growing MGAs
What people say
Personalized financial pathways
Competitive insurance rates
Knowledgeable associates
Innovative Tri-Brid model
Superior client support
Services
Term Life Insurance
Experior Financial Group offers customizable term life insurance policies designed to provide financial protection for your loved ones. Our solutions accommodate various budget requirements while ensuring adequate coverage amounts. Clients benefit from competitive pricing through our extensive network of insurance providers. Our licensed associates help determine appropriate coverage levels based on individual circumstances and future financial obligations.
Disability Insurance
We provide comprehensive disability insurance solutions that protect your income during unexpected life events. Our policies offer both short-term and long-term coverage options tailored to individual income levels and savings situations. Our brokers analyze client needs to recommend appropriate benefit periods and elimination periods. This protection ensures financial stability while recovering from qualifying disabilities.
Retirement Planning
Our retirement planning services utilize registered accounts like RRSPs and RRIFs to maximize tax advantages while building future income streams. Financial advisors help establish realistic savings goals based on current assets and desired retirement lifestyles. We offer strategic investment options that balance growth potential with risk management. Our planning considers government benefits and estate preservation strategies.
Critical Illness Insurance
This specialized insurance provides lump-sum payments upon diagnosis of covered critical illnesses like cancer or heart disease. Policies help cover treatment costs, lost income, and other related expenses during recovery periods. Our brokers explain policy definitions and exclusions to ensure appropriate coverage selection. Benefits are paid directly to policyholders for flexible use.
Travel Insurance
We offer comprehensive travel insurance solutions for Canadian residents and international visitors. Coverage includes emergency medical expenses, trip cancellations, and baggage protection. Policies accommodate various travel durations and destinations with customizable benefit levels. Our brokers explain coverage limitations and pre-existing condition requirements to ensure appropriate protection.
People
Jamie Prickett
CEO
With 15+ years in financial services, Jamie co-founded Experior Financial Group in 2014. He leads strategic growth initiatives while maintaining industry compliance standards. His leadership focuses on innovative product development and agent training programs.
Lee-Ann Prickett
President
Lee-Ann brings extensive insurance industry experience to her role as President. She oversees daily operations and agent support systems. Her focus on client-centric service has helped establish Experior as a top MGA in Canada since 2014.
Questions
What insurance products does Experior Financial Group offer?
We provide life insurance (term, universal, whole), disability coverage, critical illness protection, travel insurance, health insurance, funeral plans, and business insurance solutions.
Do you serve clients outside Canada?
While headquartered in Canada, we expanded US operations in 2019 and serve clients through licensed associates across North America.
How does your Tri-Brid model benefit clients?
Our unique approach combines captive company resources, broker network flexibility, and network marketing accessibility for comprehensive, competitive solutions.
Can I get insurance without medical exams?
We offer no-medical-exam life insurance options, though coverage amounts and rates may vary compared to fully underwritten policies.
How do you help with retirement planning?
Our advisors use RRSPs, TFSAs, and annuities to create tax-efficient retirement strategies tailored to individual income needs and risk tolerance levels.
What makes your insurance brokers different?
Our brokers represent clients rather than insurers, offering independent advice from multiple providers to find optimal coverage-price combinations.
Reviews (4)
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Feb 02, 2022
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Feb 01, 2022
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Jan 26, 2022
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Dec 26, 2021
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