Financial Independence. For Everyone.

World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.
Power of Choice
Download Our Power of Choice Brochure.
A high-level overview of the diversity of the products, services and providers available to our clients. However, the only products we prioritize are those that are right for your unique needs.
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A Platform as Diverse as Those We Serve

No matter your life story, WFG has the technology and experience to make your financial dreams a reality. Watch the video below to learn more about our business platform and what makes us unique in an industry that is not known for its diversity.

Services Offered by Sophia C.

Insurance Protection

The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Booking an appointment

Schedule a Complimentary, Risk-Free Appointment with Sophia C.

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Booking an appointment
Business meeting

Building Entrepreneurs

Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across Canada helping individuals and families protect what matters most to them.

Frequently Asked Questions

Recent Reviews for Sophia C. Waterman

Displaying reviews 1 - 5 of the 20 most recent
  • 5 out of 5
    Rating 5.0
    I was unsure and had no knowledge of what to choose and where to begin but Sophia took her time to explain the different levels and the benefits they bring. She made it easier for me to make a decision which I truly believe was the right one because when I lost my job due to COVID arriving in Canada, it removed the benefits I signed up for but the life insurance I registered with Sophia's help was able to keep me covered over the years. And for that I am extremely thankful.
  • 5 out of 5
    Rating 5.0
    Excellent customer service and product knowledge
  • 5 out of 5
    Rating 5.0
    I love that Sophia goes above and beyond to assist in looking for the best options that works just for me. Thank you so much!
  • 5 out of 5
    Rating 5.0
    Sophia is amazing!!! Very patient, understanding. She’s not all about the money, she listens and LOOKS FOR YOUR BEST INTEREST, Not hers. Excellent agent!!!
  • 5 out of 5
    Rating 5.0
    Sophia is an exceptional Finance professional. Very knowledgeable and diligent. Thank you for providing me with the help that I needed to ensure that my financial future is secure.
    Response from Sophia Waterman
    Thanks, Del for your kind words. It is a pleasure working with you.
  • 5 out of 5
    Rating 5.0
    I would like to say it is a pleasure to know Sophia and being able to work with her. Sophia is very understanding of your needs and takes the time to listen and ensure you are heard. Very Caring and I would recommend her to anyone. Thank you so much.
    Response from Sophia Waterman
    Hello Ms. Caroline. I appreciate such a beautiful review and looking forward to working with you. Blessings
  • 5 out of 5
    Rating 5.0
    Great cx service and follow up
  • 5 out of 5
    Rating 5.0
    Good service
    Response from Sophia Waterman
    Thanks for being my client. Hoping to do more business that will change your lfe.
  • 5 out of 5
    Rating 5.0
    Good insurance agent.
  • 4 out of 5
    Rating 4.0
    Great customer service, always untime for all appointments
    Response from Sophia Waterman
    I hope one day Ms. Pamela, I can win the 1 point with my services. It is lovely working with you and thanks for choosing me as your advisor.
  • 5 out of 5
    Rating 5.0
    Excellent service and very knowledgeable in all aspects of her service.
  • 5 out of 5
    Rating 5.0
    Sophia is very knowledgeable about her business. She find the best possible options that fits your budget.
    She see you as a person and not just another client best financial advisor every can't go wrong with sophia
  • 5 out of 5
    Rating 5.0
    Great customer service. Takes pride in what is being done.
  • 5 out of 5
    Rating 5.0
    Great customer service. Very knowledgeable and clearly explains and diseminate relevant information.
  • 4 out of 5
    Rating 4.0
    Great customer service,and she
    is very passionate at what she does. Thank you for helping my family.
  • 5 out of 5
    Rating 5.0
    Very excellent customer service. Very knowledgeable and patient
  • 5 out of 5
    Rating 5.0
    Sophia, takes the time to really know her clients which gives us every confidence that not just our financial goals are well understood but also our comfort level. She regularly provide updates and have always been available to answer any questions or to explain options.
  • 5 out of 5
    Rating 5.0
    Fantastic customer service and A1 information passed on and the was she prides herself in what she does I would definitely refer her to anyone that has interest in these products and se4vices.
  • 5 out of 5
    Rating 5.0
    Sophia is very knowledgeable about her Products,and is very clear and Patient when she explains.She is also very Professional in her mannerisms, I really appreciate her as my financial advisor along with other Products I would highly recommend her .
  • 5 out of 5
    Rating 5.0
    Fantastic customer service
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About Sophia C.'s Office

410-3200 Dufferin St
North York, ON M6A 3B2
CA
Day of the WeekHours
Monday08:00 - 21:00
Tuesday08:00 - 21:00
Wednesday08:00 - 21:00
Thursday08:00 - 21:00
Friday08:00 - 21:00
Saturday08:00 - 21:00
Sunday16:00 - 21:00