Welcome to Strategic Brokerage Services

As a full service Managing General Agency, we believe it all starts with a relationship. The kind that helps us better understand your business and offer you solid service.We strive to help you deliver the best solution for every client, every time. Our goal is to learn more about you and your business to ensure that we tailor our service to your needs and truly become your partner in success.

 

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NEWS

Dear SBS WEST LP Associate Brokers  Welcome to the Best Annual Golf Event in the Life Insurance Industry - IAP Life's Go For The Green
Please find attached the qualification criteria for this year’s IAP Life’s “Go For The Green” annual golf contest at the beautiful Penticton Lakeside Resort and Casino and the historic Penticton Golf and Country Club. Qualifiers will enjoy two nights’ accommodation, one round of golf, lots of great food and Okanagan beverages, and great prizes. The Qualifying Period is April 30 - July 20, 2012. The event takes place September 10 - 12th. Good luck…we appreciate your continued business and support.
Click here to view Flyer

Desjardins Financial Security
Join Us In San Francisco!
May 2013


You'll soon understand why it is called "Everybody's Favority City". Come with us to savour it's architecture, temperate climate and world-class cuisine.
Only $32,000 of Life and Health FYC Qualifies you and your spouse for standard level including airfare and hotel accommodations.


Meet us in San Francisco, the city which lies along the shores of the Pacific Ocean and San Francisco Bay and consider the most European of the great American cities. San Francisco's cosmopolitan nature is expressed in its surprisingly varied neighbourhoods, each with its own style, atmosphere and inhabitants. Its picturesque charm is enhanced by its legendary past as the city that was turned from a village into a busting metropolis overnight by the 1849 gold rush. 

We Look Forward to seeing you there!
Please click here for full qualifications criteria   

Strategic Brokerage Services LP & Strategic Brokerage Services West LP (SBS) is pleased to announce our affiliation with GICdirect.com Financial Services Ltd. (GICdirect). GICdirect is a leading GIC Deposit Broker in Western Canada and we will be operating 3 branch offices through them in Langley, Calgary and Edmonton. This association is to assist you as an Independent Insurance & Financial Broker to access the multi $Trillion Dollar GIC Marketplace here in Canada. The compelling reasons behind this:

  • Multi $Trillion Dollar Opportunity to embrace
  • Build the fence around your clients who are dealing with the banks and credit unions for their GIC’s
  • Attract new client’s to service with our comprehensive product & services portfolio
  • Industry leading technology, web search positioning and back office support
  • Best wholesale rates available (usually up to 1.5% higher than posted at retail branches) through over 40 institutions with no fees and a simple, safe and secure enrollment process for your clients
  • Fully insured deposits (100% with Credit Unions in BC regardless of account size)
  • Top compensation for you as the SBS broker

Contact your regional office today and find out more about the 3 levels of participation for you and your client’s GIC Business. We are in the process of revamping the SBS Website to include links to our carriers such as GICdirect but you can visit them today at www.gicdirect.com