WFG Mortgage Referrals
Refer your clients to Finevo Lending Group with confidence. Our licensed advisors deliver expert mortgage advice and access to Canada's leading lenders — while you stay informed every step of the way.
A trusted referral partner since 2008
Finevo operates one of Canada's longest-running mortgage referral programs — officially approved by World Financial Group of Canada, established in 2008, and trusted by financial professionals from coast to coast. For more than 15 years, we've helped partners refer their clients with total confidence, backed by a proven process, full compliance, and a reputation built on doing right by every family we serve.
When you refer to Finevo, you're partnering with one of the most established and respected mortgage product providers in the country.
2008
Program established
15+ yrs
Approved & compliant
Coast to coast
Trusted across Canada
Proven
A leading product provider
How the referral process works
A simple, transparent process designed to protect your client relationship.
Submit the referral
Complete the secure online form with your client's basic information. It takes just a couple of minutes.
We connect with your client
A licensed Finevo mortgage advisor reaches out promptly to review options and guide them through the process.
You stay informed
We keep you updated on the status of your referral so you can continue serving your client with confidence.
Ready to submit a referral?
Complete the secure online referral form. Your submission goes directly to the Finevo mortgage advisory team.
Frequently asked questions
Everything WFG associates need to know about referring clients to Finevo.
Any WFG associate can refer a client who is looking to purchase, refinance, or renew a mortgage. Simply complete the online referral form and our team takes it from there.
Just the basics — your client's name and contact details, and a few notes about what they're looking for. A licensed Finevo advisor follows up directly with your client to gather the rest.
A Finevo mortgage advisor reaches out to your referred client promptly, typically within one business day, to begin reviewing their options.
Yes. The referral form is hosted on a secure platform, and all client information is handled in accordance with Canadian privacy regulations.
Absolutely. We keep referring associates updated on the status of their referral so you can stay connected to your client throughout the process.
No. Submitting a referral to Finevo is completely free. Your client also receives our mortgage advisory services at no cost to them.