Empowering Advisors to Succeed in the High-Net-Worth Space

Simplify your sales cycle, close bigger cases, and deliver exceptional value to your clients.

Transforming the Advisory Space

At G3 Wealth Strategies & Consulting Inc., we partner with advisors to unlock opportunities in the high-net-worth market. With a focus on collaboration and tailored strategies, we simplify complex cases, shorten sales cycles, and help deliver exceptional client outcomes.

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Why Work with G3

Your Partner for Growth and Success

Advisors working with G3 experience:

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Larger case sizes with comprehensive financial strategies.

Our tailored approach equips you with innovative solutions to handle bigger, more complex cases, helping you deliver exceptional value to your clients.

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Streamlined Processes That Save Time and Boost Efficiency.

By integrating all aspects of planning, we simplify workflows and reduce bottlenecks, allowing you to focus on building relationships and closing deals.

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Increased Referrals from Satisfied Clients.

Delivering outstanding results creates loyal clients who trust your expertise and are eager to recommend your services to others.

See How We Help Advisors

Solutions to Elevate Your Practice

Innovative strategies and comprehensive solutions are some of the best avenues advisors have to connect with prospects and clients. At G3 we provide advisors with unique communication tools to speak confidently, turning even the most complex scenarios into relatable, digestible conversations. Your future clients will thank you for working with us.

Whole Life as an Asset Class

Use Whole Life Insurance as a stable and tax-advantaged addition to your client’s portfolio. Its guaranteed cash values and flexibility make it a versatile financial tool.

Immediate Financing Arrangements

A specialized strategy for high-net-worth clients to preserve liquidity while leveraging life insurance to meet financial goals.

Charitable Giving

Create meaningful legacies for clients with strategies that maximize charitable impact and minimize tax burdens.

Estate Bond

Secure wealth transfer while minimizing tax liabilities. Estate Bonds provide a cost-effective solution for maximizing the inheritance passed on to future generations.

Corporate Insurance

Protect your business with tailored insurance solutions designed to safeguard assets, ensure continuity, and support growth. From key person coverage to creditor protection, our strategies help secure your company’s future.

Insured Retirement ProGRAM

Help clients access tax-free retirement income while preserving the benefits of their life insurance. This strategy combines growth, security, and financial flexibility.

A Streamlined Process for Advisor Success

Our proven process integrates tax, legal, wealth, and estate planning into a cohesive approach that benefits both advisors and clients.
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Meet Graham

With over a decade of experience at the forefront of financial services, Graham Bergsma is an award-winning leader who has revolutionized the way financial strategies are implemented. He has worked with top insurance carriers and independent distributors across Canada, helping clients and advisors maximize their potential. Graham’s proven process integrates tax, legal, wealth, and estate planning to create comprehensive solutions, empowering clients and advisors to make informed decisions with confidence. His vast network and expertise ensure best possible outcomes for all stakeholders in the financial services journey.

What Clients Are Saying

“How do you explain the benefit of having Graham as a resource, partner, and friend? It’s difficult because he does it all—calls out your excuses, holds you accountable, and reminds you why you’re in this business. Graham likes to remind me, “Put the client first, and success will follow.” That advice changed everything for me in an industry where you can find yourself becoming greedy.

When I met Graham over six years ago, I was a rough diamond. He sent me a dry-as-hell 30-page booklet on PAR, and I didnt think he expected me to come back with a page of questions. That exchange marked a turning point.

For the next two years, I dragged Graham to meetings, relying on his expertise as I built confidence. He never doubted me—not once. Then, something clicked. I closed three back-to-back clients with $30K policies, and since then, I’ve secured over $500K in premium between 11 clients. Graham’s guidance, especially about putting clients first, has shaped my success.

I don’t think I would still be in this industry without Graham’s unwavering belief in me, even when I doubted myself. If you’re lucky enough to work with him, make the most of every moment. Ask questions, soak up his knowledge, and trust his advice. Graham’s expertise is unmatched.”

– Tyler Kropman
Managing Partner | The Kropman Group

“It’s an honour to collaborate with Graham on estate planning cases. His unparalleled expertise in advanced tax strategies and philanthropic planning sets him apart as a true leader in his field. Graham’s deep knowledge and innovative approach ensure clients receive tailored, optimal solutions for even the most complex scenarios. His professionalism, combined with his genuine care for his clients’ well-being and goals make him an invaluable resource. I highly recommend him to anyone seeking comprehensive, strategic estate planning advice.”

– Bhawan Benipal

President, Insurance Bazaar

“Graham Helps provide Clarity around insurance strategy conversations. This hels simplify conversations and processes. Loved working with Graham. Very approachable.”

– Chantal Mackenzie

Regional Vice President, Alberta South, NWT/YT

Canada Protection Plan / Foresters Financial

“I have known Graham for almost 6 years and have had the privilege of working with him on quite a few large Estate Planning. I have found him to be extremely knowledgeable in all aspects of taxation and the legalities pertaining to Estate planning.

His greatest strength however is in delivering the message to the client so that they can understand and act on his advice. He can conduct the sales process in as sophisticated or simple a manner as needed. Each conversation is tailor made for the clients understanding, and he always knows when to throw in a bit of humor to lighten the mood and facilitate the process. I would highly recommend Graham’s services to newbies and experienced agents for the RIGHT ADVICE for THE RIGHT CLIENT. ”

– Raymond Yates

Financial Advisor