Our Story

The People behind the Successful Advisor

Sterling was established in 1996 as an alternative to the traditional mutual fund dealer. Today, we are one of Canada's premier independent dealers currently at 200 associates in all 10 provinces (Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, New Brunswick, Nova Scotia, Quebec, Prince Edward Island, Newfoundland and Labrador).

As part of the Sterling Independent Financial Network, our advisors enjoy the benefits of having access to best in class financial products and services with the support of an innovative, advisor-oriented dealer that is committed to service excellence. Sterling was founded under three governing principles that remain firmly in place today.

Innovation - With the use of advanced proprietary technology and our industry leading compensation model and services, Sterling endeavours to make it easier for advisors to do business while assisting them in running a more efficient and profitable practice.

Integration - Our back office staff is cross-trained, thus creating a fully integrated and efficient environment, allowing us to adapt and respond quickly to market and regulatory changes.

Independence - We are 100% privately owned, allowing us to foster a culture of creativity and entrepreneurialism while minimizing the bureaucracy that comes with many larger organizations.

We bring a niche to the marketplace with our unique compensation structure, technological achievements and our independence as dealer.

We make the world of insurance smaller for you, allowing you to focus on your clients.
Jason Campbell. B Comm CFP, Vice president, Insurance.

Being committed to the independent advisor, Sterling also offers a comprehensive Life Insurance Division, Sterling Insurance Agency Limited, for those who are dual licensed. The use of this resource is optional as we understand and respect that advisors may have other MGA relationships.

Sterling Insurance Agency Limited stands behind all our advisor relationships by offering excellent professional business support:

  • In the marketing and sale of the right insurance products at the right time, to the right client.
  • Guidance in making sure your client's finances are stable when their health is not stable.
  • Guidance in preparing for the “care-years”. Learn valuable tools in preventing the depletion of capital during retirement.

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