Turn Your Advisory Practice Into A Scalable, 6–8 Figure Business
A private boardroom for insurance advisors who want to earn $1 Million+ in annual commissions by installing the same prospecting, sales, and marketing systems used by top $1M Advisors
The World Has Changed...
With AI, instant content generation and free information, courses and masterminds alone can no longer help you scale.
$1M Club is not only a mentorship, but it is about implementation, installation, and action.
That is why $1M Club includes lead generation, in which you can apply the exact lessons you have learned.
Every Advisory Stage Such As MDRT, COT or TOT Has Its Own Challenges...
Don't Do It Alone
Most advisors never break past six figures, not because they aren't good at selling, but because they're still running their business like a one-man shop.
The $1M Club exists to fix that.
We built it for ambitious advisors who already know how to close, but want to learn how to scale, to stop chasing referrals and start running a predictable machine that creates high-value clients, month after month.
Where Else In Canada Can YOU Learn From A Board Of Top Of The Table (ToT) Mentors?
Top Of The Table (ToT) From MDRT, A Globally Recognized Designation For Advisors making Roughly $1M+
Tim Lau
CEA, CLU, CFP, TOT
14 Years of Consecutive ToT
President of GTWealth & Way Financial
Mr. Tim Lau is recognized as one of the finest experts in high net-worth planning, specializing in estate planning and corporate tax savings through the integration of financial instruments, corporate structures, trusts, and wills.
With 20 years of experience at the top of his field and annually coaches over 500 advisors in the industry.
Ace Liew
2 Yrs ToT, 3 Yrs MDRT, CEA
Director of Seed Wealth
Premier Strategist for Canada's Medical Elite
Ace Liew, as the Director of Seed Wealth, serves as a premier strategist for Canada's medical elite, providing sophisticated stewardship for high net worth healthcare professionals and business owners. She focuses on strategic wealth planning by utilizing advanced corporate frameworks and trust strategies to ensure capital is not only accumulated but rigorously protected from tax erosion.
Ace operates with the conviction that victory belongs to those who step into the arena. She leads a forward thinking team that pushes beyond traditional boundaries to keep her clients at the forefront of financial innovation.
Nazmeen
High-Net-Worth Relationship Specialist
Nazmeen specializes in cultivating relationships with high-net-worth individuals across Canada, with a particular focus on medical professionals. She bridges private wealth with expert strategy by connecting clients to elite financial planners and comprehensive solutions. Collaborating with a highly successful advisory team at GT Wealth, she has achieved $15 million in revenue through her commitment to professionalism, integrity, and client-centric service.
Known for her "one-stop" integrated financial and tax approach, Nazmeen focuses on asset preservation, tax optimization, and wealth succession—building lasting foundations as a trusted partner dedicated to her clients' long-term success and legacy.
Harry Lee
$1.5B+ in Client Wealth
Harry Lee has over 20 years in the life insurance industry, guided by the core belief that everyone deserves financial freedom through consistent action and disciplined growth. Throughout his career, he has coached over 1,000 life insurance agents to build strong segregated fund businesses and sustainable passive income.
Through his leadership and industry expertise, Harry has supported thousands of professionals in helping their clients save and build more than $1.5 billion toward their financial goals over the past decade.
Clement Lai
MDRT
President Of UFinancial Group
Since 2006, Clement Lai has built deep expertise across financial services as an MDRT member, demonstrating consistent excellence in insurance and financial planning. He has coached over 200 insurance advisors throughout his career and has specialized for over a decade in serving high-net-worth individuals and corporations with sophisticated financial structures.
Backed by a strong network within the Canadian financial sector, he delivers comprehensive solutions and connects clients with top-tier professionals. As President of UFinancial Group Inc., established three years ago, Clement leads a team of young professional advisors serving the community with integrity and innovation, while partnering with GT Wealth to provide coordinated planning and specialized expertise.
Referring Your Best Prospects To Your Manager Will Not Help You Level Up
The Learning Phase
Referring leads and doing JFW helps you learn, but there comes a time when you need to attract and catch your own fish to truly grow.
Why Advisors Stay Stuck
Many advisors stay stuck because they keep sending their best leads to managers, letting someone else take half the income.
Our Mission
We don't want your referrals. We train you to become the advisor who confidently closes and serves your own leads.
How Does It Work?
Courses + Private Mentorship
- Access our pre-training lessons, study these before coming to the live class.
- Small Group or 1:1 training with MDRT, COT and TOT Advisors depending your level.
- Learn fundamentals of sales, referrals and prospecting.
- Learn the challenges that businesses face to close larger corporate own insurance deals.
- Sit in and listen to how an MDRT, COT and TOT advisor closes deals.
Leads To Work With
(2 per month)
- Get a feel for what its like to be in our agency.
- Appointments booked to you directly, a VA will manage qualify your lead.
- Show up and confirmations managed by us, you need only focus on advisory.
- These leads are for YOU to work with, we don't take them from you.
- You should expected 2 qualified appointments showed up a month.
Choose Your Path to $1M+
Most Advisors Earn Back a Multiple of Their Mentorship Fee
$1M Core
3 Months
Who Is This For?
Advisors Who earn less than 100k
The Goal
For Advisors To Hit MDRT
100k+ Annual Income Expected
What You Need
- Close cases consistency
- Generate secure passive income
- Lead flow that become clients
What You Get
- 12 Live Weekly Small Group Training With (MDRT, COT Advisors) - 2 hour sessions
- 6 Showed Appointments of individuals of 100k+ household income
- Private group chat tailored to your needs
- 15 min 1:1 Weekly Private Q&A with mentors
$1M Elite
3 Months
Who Is This For?
Advisors Earn 100k+ Or Near MDRT
The Goal
For Advisors to hit MDRT or COT
250k - 500k Annual Income Expected
What You Need
- Close larger cases
- A flow of corporate leads
- How to get pass gatekeepers
What You Get
- 12 Live Weekly Small Group Training With (MDRT, COT Advisors) - 2 hour sessions
- 6 Showed Appointments of individuals of 150k+ household income OR Businesses with positive retained earnings
- Private group chat tailored to your needs
- 30 min 1:1 Private Q&A with mentors
$1M Systems
6 Months
Who Is This For?
MDRT/COT or Make 250k+ Annually
The Goal
For Advisors to Hit TOT
$1M Annual Income Expected
What You Need
- How to Run Events
- Speak To High Level Executives
- Predictable Systems
What You Get
- 25 Live Weekly Small Group Training With (MDRT, COT Advisors) - 2 hour sessions
- 12 Showed Appointments of Business Owner Leads with 500k+ revenue
- Private group chat tailored to your needs
- 45 min 1:1 Private Q&A with mentors
$1M Agency
1 Year Program
Who Is This For?
TOT or Make 1m+ Annually
The Goal
To Help You Build And Implement Systems of an Agency, AGA, MGA
What You Need
- How to lead your team
- Systems that get you and your team qualified appointments
- Virtual Assistances That Prequalify Leads
What You Get
- 26 Private 1:1 Trainings With (Agency Owner)
- Access to all past content to give to your teammates to level them up
- Showed up appointments that fit your agency's client avatar
Transparency is Our "Secret" Agenda
No one likes a "secret agenda," so here is our secret:
Our mission is to develop top-tier advisors and teams—and eventually invite the right partners to join our agency.
But before anyone joins, we believe in proving our value first. No exceptions. Our advisors must show you that our mentorship, training, and support systems truly deliver.
This is an invite-only opportunity with absolutely no pressure.
Our fee structure simply covers your leads, marketing, and operational costs. The goal remains the same: long-term agency growth built on real advisor success.
Guarantees
7 Days Guaranteed Refund Period
No Reason Required
If you Are Committed, Try A Live Lesson On Us
We Give You 6 Showed Up Appointments In The Last Month Of Mentorship
Get 6 Qualified Appointments In Your Last Month Of Mentorship, closed commission is a 50/50 split, ask for specific details.
Who this is NOT for
Advisors who focus on recruiting but don't improve their individual skills of being a top advisor
Advisors who only only want quick cash, rather than building a life long business
Part time Advisors who want to remain part time, we seek out those are committed to the craft
Course Summary
Fixing the RRSP Trap & Unlocking High-Net-Worth Conversations
Stop chasing retail clients—position yourself as a strategic advisor who attracts high-income and corporate prospects through smart investment gifting strategies.
Building a Predictable AUM Engine
Create a stable foundation of recurring trailer (passive) income targeting $10K+ per month and escape commission-only volatility forever.
The 3-Step Investment Growth Framework
Master the proven progression (PACs → Lump-sum transfers → Strategic leveraging) that increases client wallet share without pressure.
Client Conferences That Create Authority & Deal Flow
Replace one-on-one chasing with scalable, high-impact events that position you as the authority and convert attendees into long-term relationships.
Discovery Mastery — Filtering Clients & Setting Leverage Expectations
Qualify the right clients, disqualify time-wasters, and protect your time while increasing deal size and quality.
The Top-20 Wealth Blueprint
Identify and prioritize the 20 clients who will drive the majority of your income and referrals—then focus your energy where it actually compounds.
Advanced Fact-Finding & Discovery Psychology
Uncover real client motivations using elite-level discovery methodology that leads to larger cases and deeper trust.
Turning Discovery into High-Trust Advice Appointments
Transition smoothly from discovery to decisive advice appointments that feel collaborative, not pushy—and dramatically increase your close rates.
Scaling Beyond You — Building a 9-Figure Wealth Business
Think like an owner, not just a producer—design systems, leverage, and teams that create true financial freedom.
Strategic Networking with Intention & Influence
Turn networking from small talk into a consistent pipeline of qualified introductions using purpose-driven strategies and disciplined follow-up.
Financial Strategies That Attract New Networks
Deploy proven financial strategies that naturally generate referrals and let your expertise market you.
Leadership, Team Appreciation & Real-World Case Mastery
Elevate your status through leadership and apply everything you've learned to live case studies using the Advice Memo Framework—leave with confidence and repeatable execution.
Turn Your Advisory Practice Into A Scalable,
6–8 Figure Business
A private boardroom for insurance advisors who want to earn $1 Million+ in annual commissions by installing the same prospecting, sales, and marketing systems used by top $1M Advisors
Powered by A Board Of ToT Mentors.
The World Has Changed...
With AI, instant content generation and free information, courses and masterminds alone can no longer help you scale.
$1M Club is not only a mentorship, but it is about implementation, installation, and action.
That is why $1M Club includes lead generation, in which you can apply the exact lessons you have learned.
Every Advisory Stage Such As MDRT, COT or TOT Has Its Own Challenges...
Don't Do It Alone
Most advisors never break past six figures, not because they aren’t good at selling, but because they’re still running their business like a one-man shop.
The $1M Club exists to fix that.
We built it for ambitious advisors who already know how to close, but want to learn how to scale, to stop chasing referrals and start running a predictable machine that creates high-value clients, month after month.
Where Else In Canada Can YOU Learn From A Board Of Top Of The Table (ToT) Mentors?
Top Of The Table (ToT) From MDRT, A Globally Recognized Designation For Advisors making Roughly $1M+
Tim Lau
CEA, CLU, CFP, TOT
14 Years of Consecutive ToT
President of GTWealth & Way Financial
Mr. Tim Lau is recognized as one of the finest experts in high net-worth planning, specializing in estate planning and corporate tax savings through the integration of financial instruments, corporate structures, trusts, and wills.
With 20 years of experience at the top of his field and annually coaches over 500 advisors in the industry.
Harry Lee
CEA, CLU, CFP, TOT
Wealth Development Director Of Way Financial
Mr. Harry Lee
Ace Liew
CEA, TOT
President of Seed Pacific
Mrs. Ace Liew
Clement Lai
MDRT
President of UFinancial Group
Mr. Lai has coached and mentored more than 200 insurance advisors, helping them develop technical knowledge, ethical practices, and long-term success.
For over a decade, he has specialized in working with high-networth individuals and corporations, providing sophisticated personal and corporate financial structures tailored to complex needs
Naz Nijjar
Mrs. Naz Nijjar is the top expert in organizing and creating
Referring Your Best Prospects To Your Manager Will Not Help You Level Up
Referring leads and doing JFW helps you learn, but there comes a time when you need to attract and catch your own fish to truly grow.
Many advisors stay stuck because they keep sending their best leads to managers, letting someone else take half the income.
Our mission is simple we dont want your referrals. We train you to become the advisor who confidently closes and serves your own leads.
How Does It Work?
Courses + Private Mentorship
Access our pre-training lessons, study these before coming to the live class.
Small Group or 1:1 training with MDRT, COT and TOT Advisors depending your level.
Learn fundamentals of sales, referrals and prospecting.
Learn the challenges that businesses face to close larger corporate own insurance deals.
Sit in and listen to how an MDRT, COT and TOT advisor closes deals.
+
Leads To Work
With (2 per month)
Get a feel for what its like to be in our agency.
Appointments booked to you directly, a VA will manage qualify your lead.
Show up and confirmations managed by us, you need only focus on advisory.
These leads are for YOU to work with, we don't take them from you.
You should expected 2 qualified appointments showed up a month.
With This Combination You Learn & Earn at the Same Time.
Most Advisors Earn Back a Multiple of Their Mentorship Fee
$1M Core (3 months)
Who Is This For?
Advisors Who earn less than 100k
The Goal
For Advisors To Hit MDRT
100k+ Annual Income Expected
What You Need
Close cases consistency
Generate secure passive income
Lead flow that become clients
What You Get
12 Live Weekly Small Group Training With (MDRT, COT Advisors)
2 hour sessions
6 Showed Appointments of individuals of 100k+ household income
Private group chat tailored to your needs
15 min 1:1 Weekly Private Q&A with mentors
Investment Fee
$1,000 a month
Or $2,000 for 3 Months
$1M Elite (3 months)
Who Is This For?
Advisors Earn 100k+ Or Near MDRT
The Goal
For Advisors to hit MDRT or COT
250k - 500k Annual Income Expected
What You Need
Close larger cases
A flow of corporate leads
How to get pass gatekeepers
What You Get
12 Live Weekly Small Group Training With (MDRT, COT Advisors)
2 hour sessions
6 Showed Appointments of individuals of 150k+ household income OR Businesses with positive retained earnings
Private group chat tailored to your needs
30 min 1:1 Private Q&A with mentors
Investment Fee
$2,000 a month
Or $4,000 for 3 Months
$1M Systems (6 months)
Who Is This For?
MDRT/COT or Make 250k+ Annually
The Goal
For Advisors to Hit TOT
$1M Annual Income Expected
What You Need
How to Run Events
Speak To High Level Executives
Predictable Systems
What You Get
25 Live Weekly Small Group Training With (MDRT, COT Advisors)
2 hour sessions
12 Showed Appointments of Business Owner Leads with 500k+ revenue
Private group chat tailored to your needs
45 min 1:1 Private Q&A with mentors
Investment Fee
$5,000 a month
Or $25,000 for 6 Months
$1M Agency is a 1 Year Program
Who Is This For?
TOT or Make 1m+ Annually
The Goal
To Help You Build And Implement Systems of an Agency, AGA, MGA
What You Need
How to lead your team
Systems that get you and your team qualified appointments
Virtual Assistances That Prequalify Leads
What You Get
26 Private 1:1 Trainings With (Agency Owner)
Access to all past content to give to your teammates to level them up.
Showed up appointments that fit your agency's client avatar.
Investment Fee
$20,000 a month
Or $220,000 for 1 year
Transparency is Our "Secret" Agenda
No one likes a "secret agenda," so here is our secret:
Our mission is to develop top-tier advisors and teams—and eventually invite the right partners to join our agency.
But before anyone joins, we believe in proving our value first. No exceptions. Our advisors must show you that our mentorship, training, and support systems truly deliver.
This is an invite-only opportunity with absolutely no pressure.
Our fee structure simply covers your leads, marketing, and operational costs. The goal remains the same: long-term agency growth built on real advisor success.
Guarantees
7 Days Guaranteed Refund Period
No Reason Required
If you Are Committed, Try A Live Lesson On Us
Class 1/Trial Class
1 day after class 1
We Give You 6 Showed Up Appointments In The Last Month Of Mentorship
Get 6 Qualified Appointments In Your Last Month Of Mentorship, closed commission is a 50/50 split, ask for specific details.
Who this is NOT for
Advisors who focus on recruiting but don't improve their individual skills of being a top advisor
Advisors who only only want quick cash, rather than building a life long business
Part time Advisors who want to remain part time, we seek out those are committed to the craft
Course Summary
Class 1: Fixing the RRSP Trap & Unlocking High-Net-Worth Conversations
Stop chasing retail clients—position yourself as a strategic advisor who attracts high-income and corporate prospects through smart investment gifting strategies.
Class 2: Building a Predictable AUM Engine
Create a stable foundation of recurring trailer (passive) income targeting $10K+ per month and escape commission-only volatility forever.
Class 3: The 3-Step Investment Growth Framework
Master the proven progression (PACs → Lump-sum transfers → Strategic leveraging) that increases client wallet share without pressure.
Class 4: Client Conferences That Create Authority & Deal Flow
Replace one-on-one chasing with scalable, high-impact events that position you as the authority and convert attendees into long-term relationships.
Class 5: Discovery Mastery — Filtering Clients & Setting Leverage Expectations
Qualify the right clients, disqualify time-wasters, and protect your time while increasing deal size and quality.
Class 6: The Top-20 Wealth Blueprint
Identify and prioritize the 20 clients who will drive the majority of your income and referrals—then focus your energy where it actually compounds.
Class 7: Advanced Fact-Finding & Discovery Psychology
Uncover real client motivations using elite-level discovery methodology that leads to larger cases and deeper trust.
Class 8: Turning Discovery into High-Trust Advice Appointments
Transition smoothly from discovery to decisive advice appointments that feel collaborative, not pushy—and dramatically increase your close rates.
Class 9: Scaling Beyond You — Building a 9-Figure Wealth Business
Think like an owner, not just a producer—design systems, leverage, and teams that create true financial freedom.
Class 10: Strategic Networking with Intention & Influence
Turn networking from small talk into a consistent pipeline of qualified introductions using purpose-driven strategies and disciplined follow-up.
Class 11: Financial Strategies That Attract New Networks
Deploy proven financial strategies that naturally generate referrals and let your expertise market you.
Class 12: Leadership, Team Appreciation & Real-World Case Mastery
Elevate your status through leadership and apply everything you've learned to live case studies using the Advice Memo Framework—leave with confidence and repeatable execution.
Course Summary
Class 1: Fixing the RRSP Trap & Unlocking High-Net-Worth Conversations
Stop chasing retail clients—position yourself as a strategic advisor who attracts high-income and corporate prospects through smart investment gifting strategies.
Class 2: Building a Predictable AUM Engine
Create a stable foundation of recurring trailer (passive) income targeting $10K+ per month and escape commission-only volatility forever.
Class 3: The 3-Step Investment Growth Framework
Master the proven progression (PACs → Lump-sum transfers → Strategic leveraging) that increases client wallet share without pressure.
Class 4: Client Conferences That Create Authority & Deal Flow
Replace one-on-one chasing with scalable, high-impact events that position you as the authority and convert attendees into long-term relationships.
Class 5: Discovery Mastery — Filtering Clients & Setting Leverage Expectations
Qualify the right clients, disqualify time-wasters, and protect your time while increasing deal size and quality.
Class 6: The Top-20 Wealth Blueprint
Identify and prioritize the 20 clients who will drive the majority of your income and referrals—then focus your energy where it actually compounds.
Class 7: Advanced Fact-Finding & Discovery Psychology
Uncover real client motivations using elite-level discovery methodology that leads to larger cases and deeper trust.
Class 8: Turning Discovery into High-Trust Advice Appointments
Transition smoothly from discovery to decisive advice appointments that feel collaborative, not pushy—and dramatically increase your close rates.
Class 9: Scaling Beyond You — Building a 9-Figure Wealth Business
Think like an owner, not just a producer—design systems, leverage, and teams that create true financial freedom.
Class 10: Strategic Networking with Intention & Influence
Turn networking from small talk into a consistent pipeline of qualified introductions using purpose-driven strategies and disciplined follow-up.
Class 11: Financial Strategies That Attract New Networks
Deploy proven financial strategies that naturally generate referrals and let your expertise market you.
Class 12: Leadership, Team Appreciation & Real-World Case Mastery
Elevate your status through leadership and apply everything you've learned to live case studies using the Advice Memo Framework—leave with confidence and repeatable execution.