Personalized
Insurance
&
Investment
Strategies
Experts in high-value life insurance and investment strategies for Canadian entrepreneurs and their families.
Let’s MeetWho We Are
Trusted by Canadian business owners to protect and grow their family wealth today, tomorrow and for generations.
What Makes us Different
This is how we operate everyday and this is our promise to you.
Always Independent
We work for you. No bank or insurance company owns us or tells us what to do. We have no sales quotas.
Relationship Focused
We build long-term relationships with our clients. Financial success is a journey and we’re with you every step of the way.
No Pressure
Our industry has a salesy stigma and we take the opposite approach. We only work with great people who want to work with us.
No Rush
We hate it too. You’ll never be rushed into signing anything with us. (But if you need something quickly, we can get it done.)
Who We Serve
Serving business owners, professionals, affluent families and estates.
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money.
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money.
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Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
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Affluent Families
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
Affluent Families
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
Learn More
For Accountants & Lawyers
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you.
For Accountants & Lawyers
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you.
Learn More
Reach your Financial Goals with Expert Knowledge.
Thoughts and insights, updated weekly.
Wealth and Legacy: A Deep Dive with Vince Cardella
In this episode of The Wealth Multiplier Podcast, host Laurent Munier of Safe Pacific Financial sits down with Vince Cardella, Principal of Strategic Wealth Planning...
RRSPs for Canadian Business Owners, should you invest?
You have two main options: keep the funds inside the corporation or withdraw and invest personally. Today we’re going to go through these 2 scenarios...
Leveraging Your Whole Life Insurance Policy as Collateral for Loans in Canada
When it comes to building financial security and achieving your goals, creativity and strategy are essential. Today, we’re exploring a powerful tool that can open...
The 6 Essential Principles of the Infinite Banking Concept Explained
Here’s what you aren’t understanding about the Infinite Banking Concept. Building anything of lasting value begins with a solid foundation—the basics. While Infinite Banking may...
The Capital Dividend Account: A Comprehensive Guide for Business Owners
Why does it exist, and how does it work? Let’s break down the essentials of this game-changing tax provision called the CDA We at Safe...
Merry Christmas – Safe Pacific 2024 Highlights
We’ve been advising Canadians about life insurance and their personal finances for over a decade, almost 15 years now. But today’s video is a little...
Christmas Party 2024 Photo Gallery
Thanks to all who came out to celebrate the season at our annual Christmas Party. We hope you all enjoyed the festivities at The Vancouver...
Interview with the Head of Individual Insurance Business at Equitable Life: Martin Reeves
Equitable Life has long been a trusted name in the Canadian insurance landscape. Recently, we had the privilege of sitting down with Martin Reeves, Head...
The Infinite Banking Strategy for Canadian Business Owners: How It Works and Why It’s Effective
Growth has rocketed especially since the federal government has been increasing taxes on everything – especially you and me, the greedy business owners who make...
Top 5 Ways Infinite Banking Benefits Canadians
Now, this isn’t just some financial theory for us. I've been using this strategy personally and we’ve been setting it up for our clients for...
Are TFSAs good for small business owners?
One of the main tax advantaged accounts you can use in Canada is the TFSA – Tax Free Savings Account. This is one of our...
Family Office vs. Multi-Family Office: Key Differences, Benefits, and Which is Right for You
Now obviously, every family office is going to be different from family to family, however there is an important distinction between a single-family office and...
Research us
Choosing the right financial advisory is an important decision and you need to do your research. Take a deep dive into what we do and how we do it by clicking through these tabs.
Our Providers
Client Testimonials
See how our strategies have been successful from our clients.
"We worked specifically with Jordan who was knowledgeable, thorough, and patient."
We worked with Safe Pacific Financial to help us find the right life Insurance policy for us, and we are very happy with the service they provided. We worked specifically with Jordan who was knowledgeable, thorough, and patient with our many questions. We would certainly work with Safe Pacific Financial again and would recommend them to friends and family.
"Jordan was amazing to work with!"
Jordan was amazing to work with! He was patient and understanding when it came to answering all my questions and concerns. I highly recommend Jordan for any financial needs!
"Jordan was able to explain them in a simple and digestible manner."
My wife Brooke and I had a great experience working with Safe Pacific and their team. Although some of the insurance industry and the investment products can be complex, Jordan was able to explain them in a simple and digestible manner which really helped us to understand the long term value. I would highly recommend the Safe Pacific team and we look forward to working with them more in the future.
"Had a great experience with Safe Pacific."
Had a great experience with Safe Pacific. As someone who doesn't understand the business of insurance, I was not stressed at all with the process and Jordan and his team made it smooth and explained the entire process. They were responsive in a timely manner and helped me get a great deal on my disability insurance. Would highly recommend!
"Would highly recommend their services and support."
Jordan and Megan were very helpful in helping my partner and I secure term insurance and CI insurance. We talked with both of them about our current situation and context, and Jordan was able to walk us through the options and clearly laid out his recommendation. He answered all of our questions and followed up promptly as we moved along with the selection and registration process. Would highly recommend their services and support.
"They always make me feel like a priority."
The great thing about working with Safe Pacific is the personal touch they add to the service and how they always make me feel like a priority. Thanks Laurent and Rob for taking care of me.
"I highly recommend them to my colleagues."
I have worked with Robert Trasolini and Laurent Munier several times and I find them extremely helpful when it comes to Life, Critical illness and Disability insurance. They are able to explain things clearly and are really great guys to work with. I highly recommend them to my colleagues, clients and friends.
"Every step of the process."
Robert recently helped me acquire life and critical illness insurance. Not only did he explain every step of the process and walk me through it in a thorough and detailed manner, but Rob is great at taking complex terms and concepts and explaining them in simple, easy to understand manner.
Contact us
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