Approved Products
Mutual Fund Dealer Agreements
Western Equity Group currently has 193 Mutual Fund Dealer Agreements available through RBC CS. To view the complete list of Mutual Fund companies available please click here.
Western Equity Group currently has 193 Mutual Fund Dealer Agreements available through RBC CS. To view the complete list of Mutual Fund companies available please click here.
Variable Annuity and Variable Life Agreements
AIG/Sun America
Allmerica Genworth Hartford/PLANCO ING Jackson National Life John Hancock Lincoln National Life |
Manulife
Mass Mutual Life Nationwide Pacific Life Penn Mutual Sun Life of Canada TransAmerica US Allianz |
Note: This list is expandable as required to accommodate new products, as well as new Broker registrations.
Special Products
Dean Invest
AssetMark ICON ATEL Dividend Capital WELLS |
Money Management
Money Management Money Management Equipment Leasing REIT REIT II |
RBC CS Accounts & Services
Wealth Management Accounts:
Wealth Management Accounts:
Advisor
Resource II No Transaction Fee Account |
Total Strategy Account
Investment Access |
Retirement Accounts
Traditional IRA
Roth IRA SEP/IRA |
MPP/PSP Accounts
Keogh Plans |
Western Equity Group does not have selling agreements with every available sponsor. However, we are constantly evaluating new programs, as well as adding those programs which our Representatives request in order for them to continue providing service to their clients.