We Are Independent Financial Professionals.
We are a group of collaborating, independent Financial Advisors across Canada. We are united by our knowledge and shared resources that we use to help our clients with tax-efficient strategies to make their money grow.
The Authorized IBC Practitioners
Get to know our team of financial experts and advisors who are here to help you understand the Infinite Banking Concept and get started using these principles for your benefit. Each of our advisors has taken the required Authorized IBC Practitioners rigorous training course, and our trainee advisors are currently undergoing the training. Each can help you gain the knowledge you need to excel financially and start building wealth. Click on any of the team member images below to learn more.
The Board
What Conventional Financial Education Doesn't Cover
There are key financial principles that are taught consistently, such as: put your money into a savings account and invest in a retirement fund. However, there is a key resource that has been left out of nearly all financial education, and it’s the one that can truly help you grow and manage lasting wealth–Infinite Banking.