Insurance & Distribution Partners
Insurance Partners Include:
Distribution Partner (MGA):
Our insurance solutions are primarily placed through our Managing General Agency (MGA):
Greatway Financial Inc.
This partnership provides access to product expertise, compliance support, and a broad selection of insurance carriers.
Investment Dealer & Partners
Investments Offered Through Keybase Financial Group Include Access To:
Regulatory, Licensing & Governing Bodies
(The full list may vary based on dealer agreements and product availability.)
Our commitment to professionalism and compliance is supported through registrations with provincial and national regulatory authorities governing insurance and securities in Canada.
Insurance Licensing & Regulation
Securities Licensing & Oversight
Client Protection & Assurance Programs
Your protection and financial security are reinforced through Canada’s industry-wide protection frameworks:
These programs ensure that your insurance and investment assets are protected within Canada’s regulatory safeguards.
At Intellivest Wealth Solutions, we believe that strong partnerships and professional accountability are essential to delivering reliable financial advice. Our network includes leading insurance carriers, investment platforms, regulatory bodies, and industry associations. Each partnership is carefully selected to ensure that our clients receive a high standard of service, product quality, and consumer protection.
Intellivest Wealth Solutions Ltd. provides tax and bookkeeping services. Life and health insurance products are offered through Greatway Financial Inc., with Kamal Gholami licensed as a life and health insurance advisor in Alberta, British Columbia, and Ontario. Mutual fund products and services are provided through Keybase Financial Group Inc., a member of CIRO and CIPF, with Kamal Gholami registered as a mutual fund dealing representative in Alberta and British Columbia.