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
    Good service
  • 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
  • 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
  • 5 out of 5
    Rating 5.0
    She goes above and beyond for her clients. She keeps herself up-to-date and will provide her clients with any new information. She truly wants what is best for people without pressuring anyone. She looked at my policy diligently and told me what the issues were and how to get them fixed so I could get the most out of it.Ms. Sophia, I'm grateful and blessed to have met you.
  • 5 out of 5
    Rating 5.0
    Sophia is very knowledgeable of her products. Find her to be highly resilient with a fantastic Customer Service skills.
  • 5 out of 5
    Rating 5.0
    Sophia gives Amazing service and listens to the need or ask and gives in depth information and knowledge accordingly. Very warm and passionate about educating clients and I felt very secure in our conversations!
  • 5 out of 5
    Rating 5.0
    Sophia is a great listener. She is very informative and knows how to offer the right products, loves to help others succeed and she is ready, available and always on time. Thank you again!
  • 5 out of 5
    Rating 5.0
    Sophia is very personable and attentive. Anytime I have reached out with questions, or concerns her response time is amazing. I feel as though she cares about my financial future and have referred my daughter to her business as well. Sophia is honest and a delight to have in your corner.
  • 5 out of 5
    Rating 5.0
    Sophia has been able to help me achieve all my financial goals. I was able to save to get the car I wanted, my credit score went up. I was able to live comfortably when I wasn’t able to work during Covid. Her experience and advice went a long way
  • 5 out of 5
    Rating 5.0
    Very informative and takes her time to clarify everything in a timely manner. Great enthusiasm! Thank you Sophia
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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