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Through the real-world case study of the Thompson family, discover how to build generational wealth without expensive lawyers or complex trust structures. Learn how one family used a little-known strategy dating back to the 1800s to protect their $10 million estate from Canadaās aggressive tax system, potentially saving their heirs millions in taxes.
Discover why traditional wealth transfer methods are becoming increasingly risky in Canadaās changing tax landscape, and how properly designed participating whole life insurance can create a tax-free āfamily bankā that grows for generations.
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Becoming Your Own Banker Book āŗ https://www.ascendantfinancial.ca/byob-book
The Bankers Vault Book Combo āŗ https://www.ascendantfinancial.ca/yt-bankers-vault
Watch This āŗ https://www.youtube.com/watch?v=wpWZ9FLdmfM&list=PLabDKeNku_F8pm3DL7CoEIqYLB-1DOpfy
Wealth Without Bay Street Podcast āŗ https://www.youtube.com/channel/UCj8ZlieHodxhD0vC75-rq0g?sub_confirmation=1
YouTube Videos āŗ https://infinitebankingvideos.com
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š¤ ABOUT BANKERāS VAULT š
We are a financial education business committed to empowering you with the knowledge you need to create generational wealth.
Letās start with radically changing your financial situation first.
Letās face it, you werenāt taught anything in grade school on how to manage or grow your money.
Banks and other financial institutions rely heavily on your lack of education to make a profit.
You want the control in your hands instead of an institution that is more concerned about their bottom line than yours?
We have the solution here and we want to teach you how to rethink your money paradigm.
We believe in the importance of leading with education and providing good guidance at every stage of your financial journey. For our clients, that means promises kept and financial peace of mind.
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Introduction to Becoming Your Own Banker
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