Our Story - Learn About WFG


Who is WFG?

World Financial Group provides financial services via life insurance, retirement strategies, and a variety of wealth-building strategies. 

Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our financial services company’s team of licensed independent agents across North America help guide individuals from where they are to where they want to be.

transamerica logo


We are a proud Transamerica company. As such, we stand on 115+ years of strength and integrity through the Transamerica brand. Pairing our client-first culture with a century-strong reputation of financial excellence, we can assure our clients that we will do only what is right for them, as we lead them toward a lifetime of financial security.

Transamerica Tower
Happy family cooking over a stove together

Strength in Numbers



People Educated & Protected Since 2001*

WFG business owners have helped more than 6 million families prepare for a better financial future.


Our Standard for Providers**

We represent some of the most highly rated financial services and insurance providers in the industry, who must have a credit rating of A or higher, to give you the quality product choices you expect.


Life Licensed Agents as of 2024*

Entrepreneurs across North America are building businesses that address individuals and families’ growing need for financial services.

*Numbers are based on 2024 internal analysis and survey of the WFG life licensed agents. 
**You can check the provider’s ratings analysis at A.M. Best, Fitch, Moody's and/or S&P Global.


The WFG Leaders

Our leaders believe in creating a culture where everyone can thrive and do their most impactful work. Learn more about their story.

Todd Buchanan - President of World Financial Group

Todd Buchanan

President, World Financial Group 
Senior VP, Transamerica

Michael Brodeur

Michael Brodeur

Chief Operations Officer

Drew MacDonald

Drew McDonald

Head of Field Engagement

Rick Williams President, World Financial Group Insurance Agency of Canada, Inc. Head of WFG Charitable Trust

Rick Williams

President, World Financial Group 
Insurance Agency of Canada, Inc.  Head of WFG Charitable Trust

Janice Beauregard VP, Network Development ‍

Janice Beauregard

VP, Network Development

Susan Davies VP, Field Relations & Supervision Head of WFG Foundation ‍

Susan Davies

VP, Field Relations & Supervision  
Head of WFG Foundation

Suzanne Ford VP, Director, Canada ‍

Suzanne Ford

VP, Director, Canada

Angelo Ojeda

Angelo Ojeda

Managing Director, Head of Field Marketing

Bethany Rison

Bethany Rison

Chief of Staff

Andrew Schaad Senior Director, Operations

Andrew Schaad

Senior Director, Operations

Frequently Asked Questions

Who owns WFG? 
World Financial Group has been owned by Transamerica since 2001. With thousands of offices across the United States and tens of thousands of agents in Canada and the U.S., World Financial Group and Transamerica are thriving businesses at the forefront of financial strategies and insurance.

What kind of business is World Financial Group? 
At World Financial Group, we create financial strategies tailored to individuals. World Financial Group is a financial and insurance services company. For more than three decades, WFG has been at the forefront of educating individuals, families, and businesses of diverse backgrounds to effectively prepare for their financial futures. We want families to be excited about their financial futures, rather than concern themselves with all the “What If’s.”

What kind of culture does WFG have? 
Our team has built a team of trustworthy leaders and a network of reliable, independent agents who are excited to demonstrate their financial expertise. Our reputable firm and team of agents uphold the utmost standards of ethical customer care. Rest assured, every agent is duly licensed by the state where they practice, ensuring professionalism and competence in providing client services.

How does WFG connect with the community? 
World Financial Group has a number of community outreach programs, driven by a deep-seated desire to make a positive impact on families across North America. The WFG Foundation and the WFG Charitable Trust are always at work, improving lives in the very same communities where our licensed agents help their neighbors and create their livelihoods.