Becoming Your Own Banker,
The Infinite Banking Concept
The Infinite Banking Concept was developed by the late R. Nelson Nash, author of the # 1 best selling book titled “Becoming Your Own Banker”.
The whole idea is to control the banking function as it relates to your need while creating generational and compounding wealth. By implementing this process, you are no longer dependant on someone else’s bank and you are not sending your hard earned money away from your family banking system.
Kids Wealth Plan
Create a financial future for your kids like you always imagine. Teach them the important of growing wealth from young and how to keep them in the family banking system.
Use this to build up wealth for your kids and the significant life events that they will go through while not relying on any other government institutes.
Critical Illness
Be prepared for the unexpected. Critical illness insurance is coverage that can help Canadians or those living in Canada pay the additional costs associated with life-altering illnesses (e.g. cancer, stroke, heart attack, etc.)
Critical illness coverage will give you everything you need to ensure you can take care of you when the unexpected happened.
Disability Insurance
Getting sick or injured shouldn’t impact your ability to provide and pay bills. Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn an income. A disability can result from a number of causes, including an injury, a serious illness or a mental health issue. And the duration of a disability can be either short- or long-term.
Life Insurance
Life insurance gives you peace of mind by ensuring your family’s needs are taken care of no matter what. We have all options of term and permanent insurance available.
Keyman Insurance
Your team is important in your business. Insure the life or health of key personnels in your business to protect your business the right way.
Estate Planning
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death. Let us help you to ensure proper financial planning on your estate to reduce the liability your kids and future generations.
Client Coaching
We provide constant financial education and strategy to our client to ensure they know the best way they can go growing their wealth for a better financial future.
Tax Advantage Wealth Management
Don’t like paying taxes on your hard earned money and investment? Let us create a plan to reduce the taxes your have to pay so that it goes back to your family and future generations.
Debt Recapture
Debt is a part of everyone’s lives. Want to get out of debt while growing your wealth? Speak to one of our advisors to know how you can do so.