ABOUT US
VISION
TO BE the chosen financial planner in the financial industry in Canada through training other planners and families by adding soul and heart into the industry, to increase the success rate of happy marriages and keep families together and reducing the incidents of medical and mental stress that happen to people. Thus improving the financial life, adding longevity and sustainability to the family life, growing healthy communities and improving the perception of the world in general for improved relationships.
MISSION
TO HEAL families AND assist business owner through empathetic listening, understanding their needs and providing an easy to follow process solution through education, seminars and face-face meetings, assisting them to improve their cash flow, manage their debt-load, create emergency funds, reducing their taxes through accumulation of tax-efficient manner and also protecting them against financial risks of death, disability and critical illnesses and assisting them to actual and transcend themselves by also focussing on the world around them.
WHY
THERE ARE TOO many people struggling, under medical stress and falling apart due to financial black impacting families’ lives especially children. Debt loading is outrageous and lives are continually being destroyed because of lack of financial understanding and business failures. It does not have to be this way and through our mission we want to change 99% of families and business failures in the first 5 ears to 99% be successful and having an amazing positive influence on society and our communities.
CORE VALUES
- RESPECT
- COMMITMENT TO EXCELLENCE
- CLIENT-CENTRED
- TRUST
- UNCONDITIONAL GRATITUDE
- PROFESSIONALISM
- INTEGRITY
- EMPATHY
- KNOWLEDGE