About Us
Helping Advisors, MGAs, and Carriers Think Sharper, Move Faster, and Drive Real Results
Success in financial services isn’t just about what you know—it’s about how well you can connect the dots between tax, insurance, investment, and business strategy. Whether you’re an advisor navigating the high-net-worth space, an MGA building a competitive platform, or a carrier launching a new product, we help you cut through complexity and bring it all together.
At G3 Wealth, we specialize in translating advanced concepts into clear, actionable strategies that resonate with clients, advisors, and leadership teams alike. From fractional advanced markets leadership to sales training and product consulting, we work across the value chain to elevate performance and drive outcomes.
We bridge the gap between idea and execution—so you can scale faster, close bigger, and lead with confidence.
Financial Advisors
Build your business around bigger cases and better outcomes. We help advisors master the high-net-worth space with proven strategies, simplified messaging, and the support to win and retain the right clients.
MGAs
Your growth depends on empowering the advisors you serve. Through fractional advanced markets leadership, scalable planning solutions, and industry-leading coaching, we help MGAs recruit, train, and retain top talent—without the overhead.
For Insurance Carriers
Product innovation is only half the equation. We help carriers align product design with distribution needs, elevate sales teams with our G3nerate training, and deliver real-time market insight that bridges development and advisor adoption.
Keynotes
Inspire action and drive alignment with talks that bridge strategy and storytelling. Whether it’s a conference keynote or a private team session, we deliver sharp insights, simplified frameworks, and real-world relevance that move audiences—and businesses—forward.
If you want to secure your place at the forefront of the industry now and for years to come, let’s talk.
A 30 minute chat can change everything.
Graham Bergsma
Founder
Let’s Build Something Bigger
The insurance industry is changing. The advisors, MGAs, and carriers who succeed will be the ones who adapt—who innovate, educate, and execute with precision. If you’re looking for a strategic partner who understands every facet of the business and can help you navigate the next stage of growth, let’s connect.
- 10+ Years at the forefront of financial services
- Top Sales Director – Ivari
- Top Sales Director – Financial Horizons
- 3,000+ plans successfully implemented
- Certified Trustworthy Selling Facilitator
- The Financial Advisors Association Of Canada – Chapter President
- Hamilton Health Sciences Foundation – Gift Planning Services Committee
