seamlessly transition your insurance
and segregated fund business
Our suite of services and solutions is available to portfolio managers, financial professionals, and investors across Canada.
Advisors transitioning to R N Croft Financial Group Inc. (CFG) often need a seamless way to manage both investments and insurance. That’s why CFG partners with Castlemark Wealth Management (CWM)—a wholly owned subsidiary—to give you and your clients a fully integrated wealth management experience. Through Castlemark’s collaboration with HUB Financial, you can handle all your insurance, segregated fund, and estate planning needs under one roof.
Many advisors come from firms that offer a single platform for both investments and insurance. If you’re moving to CFG for its expertise in actively managing equity, fixed income, ETF, and mutual fund portfolios, you may need a solution for your insurance and segregated fund business too. Castlemark solves this challenge by serving as an Associate General Agency (AGA) and partnering with HUB Financial—providing you with direct access to top carriers, comprehensive product offerings, and streamlined operations.
INTRODUCING CASTLEMARK WEALTH MANAGEMENT
Established in 2011, Castlemark’s award-winning financial professionals bring years of practical experience in investment and wealth management, retirement planning and decumulation strategies, insurance and estate planning.
Castlemark is designed to integrate seamlessly with CFG. While CFG focuses on your clients’ investment portfolios, Castlemark ensures you can continue delivering top-tier insurance and seg fund solutions without any disruption. Advisors have the flexibility to:
- Become an advisor under Castlemark;
- Partner with Castlemark as an AGA;
- Refer clients for insurance and segregated fund solutions while focusing on investments (provided you are fully licensed to do so).
Through our partnership with HUB Financial, you’ll gain specialized expertise, industry-leading technology, and a full suite of financial products — giving clients a holistic approach to wealth management.
Flexible ways to work with Castlemark
Become an advisor under Castlemark
- Gain full access to Castlemark and HUB’s business development tools, training, and marketing support.
- Enjoy competitive compensation with revenue-sharing opportunities.
- Benefit from back-office and administrative support.
- Receive compliance, licensing, and risk management oversight through Castlemark.
Work Directly with HUB with Castlemark as the AGA
- Maintain direct access to HUB’s carrier network, underwriting support, and financial planning specialists.
- Castlemark serves as an intermediary, assisting with practice management and strategic support.
- Advisors benefit from HUB’s dedicated team while leveraging Castlemark and CFG’s holistic financial planning expertise.
Remain Independently Licensed and Refer Clients to Castlemark
- Earn commissions by referring clients for insurance and seg fund solutions.
- Minimal administrative or compliance responsibilities—Castlemark and HUB handle the client process.
- Ideal for advisors who want to prioritize other wealth management services while still offering insurance solutions.
DISCLAIMER: Castlemark Wealth Management operates as an Associate General Agency (AGA) and collaborates with HUB Financial to provide support services in compliance with applicable provincial regulations. Advisors must ensure they hold the appropriate licensing for the provinces in which they operate. Compensation structures, licensing requirements, and commission-sharing agreements may vary by jurisdiction and are subject to regulatory oversight. Advisors should consult legal and compliance professionals to ensure full adherence to licensing laws and commission-sharing regulations.
KEY BENEFITS FOR ADVISORS & THEIR CLIENTS
Seamless Onboarding & Compliance
Dedicated transition specialists guide you step by step, ensuring all regulatory requirements are met and your business and your clients are fully supported throughout the transition process.
Comprehensive Wealth Management & Optimized Outcomes
Offer integrated solutions covering investments, insurance, and long-term financial planning—maximizing value for clients.
Business Development, Training & Competitive Compensation
Leverage ongoing education, practice management tools, advanced case design, underwriting expertise, and competitive compensation structures to fuel growth.
TECHNOLOGY AND ADMINISTRATIVE SUPPORT
Our partnership with HUB Financial ensures you have access to:
DIGTAL TOOLS & CRM
PAPERLESS PROCESSING
Use e-applications and automated workflows to expedite approvals and reduce administrative burdens.
MARKETING & BRANDING RESOURCES
Access customizable materials, digital strategies, and brand-building support to effectively reach and retain clients.
Fully integrated, client focused.
By placing clients with CFG for active portfolio management and Castlemark for insurance & segregated funds, you create a trusted partnership that enhances your services and streamlines client operations—all under one roof.
Take the next step!
Ready to streamline your transition and provide a fully integrated wealth management solution? Contact us to learn how CFG, Castlemark, and HUB Financial can help you make a seamless transition.
