LOGIN TO INSITE
NOT YOUR TYPICAL MGA
A hands-on, game-changing executive team available to you for support, strategies, or simply to share a laugh or two. A business development team carefully selected to assist you in every area of your business development. A knowledgeable back office staff, unmatched in the marketplace. An at-your-service, designated, experienced personnel ready to answer any questions you may have. A marketing team with background knowledge in marketing, who are ready to bring your business to the next level using proven campaigns and long-lasting techniques.
Qualified Financial Service was the first MGA to bring online technology to this industry. It came in the form of 'Insite'. What’s InSite you ask? Imagine a system so advanced, it tracks your business anytime, anywhere, in real- time. This is real-time technology that keeps up with the real world. This is not a copied report of your data, this is the actual system our staff uses to compile and manage policy information on behalf of our associates. In this day and age, technology such as InSite is mandatory in order to run a successful practice. QFS holds the title for being the first to bring InSite to advisors, and is still today, only one of the few MGA’s in the GTA that offers such technology.
What is better? How do you become better? You become better because you have a team that works behind you. You become better because you have valuable resources available to you, right at your fingertips. Resources that we can proudly say, cannot be compared to anywhere else. Resources such as one-on-one support from people who carry a true understanding of the marketplace. Resources such as unique branding solutions that are carved out specifically for your individual business. How about personal follow-ups conducted by some of the friendliest voices you’ll ever hear? How about beautiful boardrooms to wow your clients in?
QFS has extensive training programs and professional development days for all levels and stages, from the rookie to the veteran. We host some of the most inspiring and game- changing PD Days in the industry. Days that are packed with motivational speakers, and thought-provoking discussions. We host events that feature some of the most recognizable faces in the world. Mark Tewksbury told us the story of his Olympic medals, Patrick Chan signed autographs, Hazel McCallion paid us a visit, and that's just the tip of the ice burg. hmm.. maybe James Cameron might want to say hello?
You've just graduated and are new to the game. You're young and have a pocket full of dreams. We can take those dreams from pocket to life. QFS is one of the only MGA's to offer new agent training and education, housed in our training headquarters. We can see your potential and we have the resources and personal to bring that potential out for the world to see.
Our new agent training program offers new agents:
- Career Agency program in an MGA environment
- LLQP reimbursement program
- Thirty hours of in-class and field training
- QFS Advisors Inc. Your personal branded web page
What tools do you need to become better? What kind of processes do you need to take your business from good to great? Processes and software such as THE LEAP SYSTEM®, ©MoneyTrax, and FundSERV, will take you from good to great. All three processes are nationally recognized, two of which, THE LEAP SYSTEM® and ©MoneyTrax, were first introduced to Canada by QFS.
How about our actual sales process? From the minute your application is submitted, everything is digitally scanned, monitored, and tracked by our staff in real- time and available online.
MEET THE TEAM
We help independent advisors who want to be better, be better.
And these are the team leaders that get them there.
To be President at any organization, one needs more than just experience. There has to be integrity, tremendous leadership skills, and an overall love for the game. Nick Simone is the President of QFS. Let’s for now put aside his over 25 years of business experience and the numerous executive positions he has held. We want to introduce to you Nick, the real Nick, the man beneath the suit. Nick Simone is a visionary, with a drive and dedication to achieve that vision. He is compassionate, optimistic and never stops motivating the entire team to be the best at what they do.
Prior to becoming President at QFS, Nick was President at Walton Capital Management, where he oversaw Walton’s expansion into the Toronto and Eastern Markets. As President of QFS, Nick endeavors to build a similar success environment, continuing and furthering the ongoing dedication to the advisors we work with and the expansion of QFS as an organization.
Experience, integrity, leadership, knowledge, all packaged together and gift wrapped with a suit and tie. What more can we ask for? Yes, one more thing about Nick: he is not a believer in the word ‘stress’, he refers to it as ‘life’. Love life and there will be no stress. Now, you tell us what kind of person he is.
Perry hasn’t always been this insurance maverick you see in front of you today. As a matter of fact, Perry actually started out in the medical field as a medical rep. But as the universe would have it, Perry transitioned into the insurance industry with Sunlife Financial in 1992, where he quickly rose to the top earning rookie of the year the following year. After gaining significant experience, Perry left Sunlife to start what would become the first recognized AGA of Industrial Alliance Insurance, Millennium Financial Services Inc (MFSI). In 1999, MFSI was given an MGA contract by Industrial Alliance. Serving as President, Perry oversaw the recruitment and training of over 250 brokers. MFSI was acquired by Performins, which was later acquired by QFS, resulting in Perry’s current position as VP of Sales and Training. Now, imagine how different this world would have been if Perry had stuck with the medical field?
They do not come nicer than Joseph Trozzo. Professionally, Joe has over 20 years of business experience within the insurance industry, most recently in a Regional Director role with RBC Insurance where he managed a team of wholesalers. He is extremely knowledgeable with living benefits, and is a firm believer that a positive mental attitude is critical to achieving success. Joe believes in helping advisors to become the best they can be by providing them with knowledge, know-how and inspiring them to action. Joe carries this exact same passion and enthusiasm into his daily life. When not making a difference in the lives of advisors, he is making a difference in the community and in lives around him. Joe is a volunteer coach for a special needs hockey team, as well as a board member for special needs children who have autism. On his spare time, you can find Joe coordinating fundraising events, enjoying hockey, and spending quality time with his beautiful family. Joe is known around the office to say ‘you will become what you think’. And we think the world of you Joe!
Kevin is the CEO of QFS. Now this being a bio, we should tell you things such as: when Kevin started out in the industry (1982), how many awards he’s won (many), and how many lives he’s changed (even more than awards). But we feel you should get to know Kevin from a different angle.
He is: a dog person, a watch collector, a mind-changer, a game changer, a good listener, a bad pretender, a vision invision-er, a wine taster, an art enthusiast, a latte drinker, a story teller, a business owner, a business lover.
Kevin Cott is a person who stumbled upon an industry sometime ago and who started a company now ranked as one of Canada’s fastest growing MGAs simply because of the passion that he gained for that industry.
Kevin founded Qualified Financial Services (QFS) in January, 1997 with just two employees, besides himself. Since then QFS has become a leader in the industry. In 2001, through Kevin's vision, QFS was the first firm in Canada to introduce an on-line back office system for its staff and advisors, now known as InSite. In 2003, Kevin singlehandedly brought the LEAP system to Canada, and has been responsible for introducing many other firsts to the industry. Kevin continues to be recognized as a leading edge MGA amongst his peers, and QFS continues to enjoy tremendous growth under his leadership.
As founder and CEO Kevin has brokered six major acquisitions between 2005 and 2014, making QFS one of the fastest growing MGAs in Canada. QFS is ranked in the top 6 of MGAs in Canada, and now has 9 offices across 6 provinces serviced by 50+ employees.
DIRECTOR OF WEALTH
Scott Edgington is Director of Wealth here at QFS. Scott comes to QFS after successful careers at some of Canada’s leading insurance companies. Previously, Scott was Senior Sales Consultant, Wealth at RBC Insurance and Regional Vice President, Sales, Retirement and Investment Products at Industrial Alliance. His experience also includes actuarial science, segregated fund product development and president of a national financial planning firm.
Henriette is one of those women who cannot be somewhere without wanting to get to know everyone. She has a genuine love for connections, meaningful interactions and a unique ability to inspire people. She is a mother to two young boys, an outdoorsy gal, and loves the small things in life. Her softness is matched only by her strength and passion.
Henriette came to QFS with over a decade of experience in the industry both as an MGA principle and as an advisor. ‘QFS and I share the same core values, integrity, passion, and commitment to the industry professionals. I am proud to be part of QFS.’ Says Henriette
BUSINESS DEVELOPMENT MANAGER
Jeff could be described as a veteran in the industry, boasting over 17 years of experience, in varying capacities. He worked with two Million Dollar Round Table Life Insurance specialists, as well as with one of Canada’s largest MGA’s as a Life Insurance Specialist himself. During his tenure as a life specialist, Jeff assisted brokers with life insurance issues, illustrations and presentations. Jeff also spent some time as an independent advisor in a P&C firm, supporting home and auto clients with insurance and investment solutions, all the while maintaining his own client base. Prior to joining the Business Development Team here at QFS, Jeff spent 7 years working with the late Dr. Ian Wexler, with a specialized focus on Living Benefits.
Claudio has over 26 years' experience in the Life Insurance Industry. He joined Sun Life of Canada in 1988, and in his first year in sales, was awarded ‘Rookie of the Year’ for Canada with the highest FYC produced. He than moved to head office where he spent 8 years in the role of Senior Training Consultant. Responsibilities included training of advisors Canada wide, as well as the development of training materials.
After joining Sun Life, Claudio went back as an independent broker, where he spent 18 years building a diverse client base, and has seen his business grow. He joined Empire Life in 2011 in the role as Account Executive. He joins QFS and brings training and sales experience. Claudio is a CFP, and a Chartered Financial Consultant, and has completed a Business degree at York University (B.A.S.), with a major in Economics.
Claudio is married with two children, and is actively involved in his community. He is past President of the Vaughan Business Exchange, an independent wide organization of professionals who meet and exchange business referrals. His hobbies include winemaking, is the current President of the Woodbridge Wine Club and member of the Amateurs Wine Association of Ontario with 7 award winning wines including 2 gold medals. He is a soccer coach for young adults aged 18 and 19 and has 3 consecutive championship titles.
Alex lives in a rural area on a small hobby farm with his wife, Lisa and three children, Caleb, Annie and Gabriel. He describes himself as an outdoor enthusiast, who enjoys the freedom and the flexibility of the insurance industry. Alex’s start into this industry came organically, when about 7 years ago, he called a large insurer to inquire about life insurance for his family. After some convincing from the sales manager and support from home, Alex decided to take the chance and make the switch from his then ‘sure thing’ into the insurance world. And we couldn’t be happier to report that he has not looked back since!
Ken’s mantra can best be summed up as keep growing, be better, never stop. He channels his enthusiasm and energy into a powerful driving force that propels him towards being the best at whatever he is doing. Ken loves QFS because he believes the financial advisors he works with have a unique opportunity to help ordinary people achieve extra-ordinary dreams. He will find the best solution, no matter how simple or complex the case is, and he is dependable. On top of being dependable, you will find that Ken cares, a lot. He approaches his advisor’s practice with a great level of care, and enjoys seeing advisors grow and achieve the practice of their dreams. A word of advice, don’t talk to Ken about the stock market, you may never get out of that conversation because he is a markets junkie. Don’t talk to ken about insurance, he will convince you that it is the best investment you could ever make. Definitely do not talk to Ken about the Toronto Maple Leafs, because he bleeds blue.
We are not just another MGA. We are people, but not just any people. We are a team. A team who is dedicated, committed,whoses experience is un-matched in the marketplace. An MGA that invests in its advisors. An MGA that is rooted in growth, innovation, and an uncanny will to never stop.
the birth of QFS
Office move to current Head Office, Dufferin St. in North York
Launch of InSite, Canada's first on-line technology for MGAs
1st major acquisition:
Ganier Financial Group
Introduction to THE LEAP SYSTEM® and MoneyTrax
Created an industry milestone with the launch of The FundServ Platform
Acquired Marketing Concepts Group (Ontario & Atlantic Canada)
Acquired Mid-Park Financial (Kingston)
Acquired Performins Canada
Strategically extending our reach throughout Quebec acquiring
Le Group Goldman
Further extending our reach by acquiring ARC Financial in New Brunswick
Today, we are one of the fastest growing MGA's in Canada with over 50 employees and offices spanning across the country.
Every decision we make is made with the advisor in mind. We do not blindly follow what the industry is doing. Every effort to consider the impact on the advisor and our relationship with the advisor is made before we proceed with any decision because we care.
We don’t focus on trying to be on par with our competitors. We focus on how we can be better and do better for the advisors associated with us. We know what the advisors mean to our business and we value and care about each and every one of them.
-Diana Di Renzo, Manager of Administrative Services/ Compliance Officer
PROFESSIONAL DEVELOPMENT DAYS
QFS ANNUAL CONFERENCE
QFS PRESIDENT'S DINNER
PROFESSIONAL DEVELOPMENT DAYS
We play host to some spectacular PD days. PD Days that are packed full of insightful information, and guest starring some of the highest sought after and inspiring individuals in the world. Alex Bilodeau, after his his gold medal win. David Chilton, fresh off his new role as TV celebrity. Ron Barbaro, well, we don't have to say much more after that. These PD Days are more than your average PD Day. Here is where you come to inspire, to be inspired, to learn from the more experienced, to teach the less, to co-mingle, to get better.
Hit a certain monthly target? Here you go, enjoy a romantic getaway, on us. Daughter is bothering you for movie tickets to that new movie starring that kid-with-the-hair she’s always raving about? Submit 2 risk apps by a certain date, and they’re yours! QFS offers advisors quality, interesting, fun incentives. We offer you incentives that you’d want to receive, incentives that better your golf swing, incentives that win you ‘daddy of the year’.
QFS ANNUAL CONFERENCE
QFS is one of the only MGA’s in the country that offer our very own annual conference. Now of course, being QFS, these are not your typical conferences. Instead of hotel meeting rooms, we take our advisors on cruises. Instead of presentations on a screen, it's the world wonders, right in front of your eyes. That’s right, QFS conferences happen all over the world, from Greece, to Prague, to the South Caribbean. Occupation: financial advisor/globe-trotter. And we're damn proud of it!
QFS ANNUAL PRESIDENT'S DINNER
At the beginning of every year, QFS throws a lavish dinner called "The President's Dinner". This is where we acknowledge, toast, and honour all that was accomplished by you, the advisors, in the previous year. A lot can happen within a year, a life starts, a life ends, love found, love lost. Whatever the coming year may have in store, we find it is always a little brighter if started with a celebration.
PARTNERS WE WORK WITH
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For over 15 years QFS has consistently supported me and helped me take my business to many new levels. They have introduced me to new planning tools, new products, and encouraged me with many new opportunities.
Being in my 50's, with over 30 years in the business, I am grateful to be able to say I am more excited than ever about the opportunities that are just around the corner for me, and the confidence of knowing QFS will be there to support me along the way.
President, Brian Gribben Insurance Planning Inc.
The strength of my practice is based on the strength of my relationships with clients and prospects, with my MGA and with suppliers. It is a chain. And it needs to be a strong chain. I am fortunate to have QFS as a powerful link in the middle of this chain. For me they have bridged the other links together beyond my expectations. QFS fosters an environment for continuous improvement in all areas of our business – not just in product knowledge but also in client management, client attraction, compliance and more. From day one the QFS team has introduced me to people and processes that has helped me help so many others. On behalf of myself and my clients, thank you QFS.
CEO, David Weinberg & Associates
If I could think of the kind of MGA that would best suit the needs of a broker like myself, it would be an MGA that is administered and lead by individuals who are themselves brokers at heart. The environment and culture at QFS reflects exactly that. The directors and executives of the company truly understand the challenges brokers face on a day-to-day basis and the way they manage and make decisions is directly as a result of that. It is clear that the primary concern, above all else, is to help brokers become great through their support, guidance and transparency.
QFS provides me with an unparalleled level of both sales and administrative support. They have become an integral part of my team that lets me focus on what I do best – selling. Their knowledgeable staff and caring management have allowed me to reach my true sales goals. They truly are not your typical MGA
EDGAR DE SOUZA
Owner, De Souza Financial Corp
Financial Security Advisor
I have been a broker with QFS since 2011 and it was the best move of my career. Under the guidance of a management team with vision lead by Kevin Cott and Nick Simone, they know how to stretch you as a broker. Take me out of my comfort zone to achieve my full potential.
I do not know of any other MGA who puts so much effort into the development of their brokers. Be it "one on one" guidance or coaching from both internal and external professionals QFS certainly goes all the way to ensure their brokers are at the top of their game.
QFS has ongoing education and good relationships with carriers which all benefits the brokers.
It is reassuring being part of a MGA that is growing and spreading their wings into all regions of Canada. Continued strength and growth to QFS and all of us brokers.
HELENE S. MEYER
CEO, HSM Insurance
HEAD OFFICE - TORONTO
3625 Dufferin St. Suite 340
Toronto, ON, M3K 1Z2
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3625 Dufferin St. Suite 340, Toronto, Ontario, Canada, M3K 1Z2
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