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Our Vision
No Family Left Behind
We see a future in which every family has access to a financial education and a better chance to become financially secure and independent.
2024 Impact
In 2024, our company's financial professionals helped hundreds of thousands of families prepare for a better financial future — guiding 631,472 households toward protection, savings, and long-term security.
Our Commitment to Financial Education
Financial confidence starts with understanding. That's why Virtuity focuses on education before recommendations — helping individuals learn how cash flow, protection, debt, growth, and tax strategies work together.
We believe financial education should be accessible to everyone — not just those who can afford high advisory fees. Our mission is to empower families with the knowledge they need to make informed decisions for today and the future.
Our Mission
For Families
To help everyday families get the financial education, protection, and independence they need to pursue their dreams for tomorrow.
More people are deciding to build businesses that address the growing needs of middle-income families for financial services.
Since 2001, our company's financial professionals have helped more than 8 million families across North America prepare for a better financial future.
Our Mission
For Entrepreneurs
To empower financial services entrepreneurs from all backgrounds with the tools they need to accomplish our massive mission for families.
Our company has seen record growth since 2012 and continues to expand. Commissions paid to the field increased from 2023 to 2024 by 14%.
Entrepreneurs earning at least $1 million since 2001 — a proven path for those committed to mastering the craft and building a team.
The Dual Mandate
Two Missions. One Purpose.
For Families
Financial Protection
Shielding income, home, and loved ones with tailored insurance and risk-management strategies designed for real life.
Retirement Roadmaps
From first contribution to final distribution — clear, step-by-step strategies that aim to provide income you won't outlive.
College Funding Strategies
Funding approaches that protect your child's future without derailing your own retirement or emergency reserves.
For Entrepreneurs
A Business Platform Cockpit
Comprehensive back-office infrastructure — technology, training, and compliance support — so you focus on clients, not paperwork.
Scale Your Own Agency
Build a team, expand your reach, and create leveraged income with a proven roadmap to grow real equity.
Protect Personal Sales & Legacy
Structure, protect, and eventually transfer the value you've built so it continues to reward your family for generations.
How We're Different
Unlike traditional financial firms, Virtuity professionals are not limited to a single product, company, or strategy. We work independently — partnering with nearly 200 leading financial and insurance providers — so families and business owners can explore options without bias or pressure.
Our role is education first. We help individuals understand how money works, identify gaps in their current plan, and build strategies aligned with their goals, values, and stage of life.
Independent, client-first approach
Education-driven guidance
Access to a broad range of solutions
Community Partnerships
We proudly stand alongside organizations dedicated to giving back — extending support to families and children when they need it most.
Charitable Partner
The WFG Foundation
Empowering communities through grants and volunteer initiatives that strengthen families and uplift those facing hardship.
Charitable Partner
WFG Charitable Trust
Providing critical financial assistance to families navigating serious illness, loss, and unforeseen life events.