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Safe Pacific Financial

Personalized
Insurance

&

Investment
Strategies

Experts in high-value life insurance and investment strategies for Canadian entrepreneurs and their families.

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About Safe Pacific

Who We Are

Trusted by Canadian business owners to protect and grow their family wealth today, tomorrow and for generations.

Our Values

What Makes us Different

This is how we operate everyday and this is our promise to you.

01

Always Independent

We work for you. No bank or insurance company owns us or tells us what to do. We have no sales quotas.

02

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.

03

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.

04

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.)

Check out our new book!
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Articles, Videos, Podcasts and Blogs

Reach your Financial Goals with Expert Knowledge.

Thoughts and insights, updated weekly.

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laurent munier of safe pacific financial sitting on a couch looking at a mobile phone
4 min read
Episode 5 of the Infinite Banking Concept Series - Leaving a Legacy

Welcome to the fifth and final blog in our comprehensive series about the Infinite Banking Concept in Canada. Throughout these four previous blogs we’ve talked about...

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foundser of safe pacific financial inc robert trasolini and laurent munier
15 min read
Episode 3 of the Infinite Banking Concept Series - How Policy Loans work and what is the Adjusted Cost Basis?

Let’s look at a Whole Life Insurance Policy Illustration that's correctly set up for the Infinite Banking Concept. In this illustration with a Canadian life...

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16 min read
What is the Immediate Financing Arrangement?

Who is this for? We tell everyone that they shouldn’t set this up unless they want and need life insurance. If you have someone you...

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8 min read
Infinite Banking is a scam!

Is Infinite Banking as good as everyone says it is or are they scamming you? We’ll answer that today.

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4 min read
Should you invest using DCA or a lump sum?

So, what investment strategy is going to you the most money, dollar cost-averaging or a lump sum investment? I can’t see the future but based...

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Two men stand smiling indoors in front of a sideboard and modern abstract art, with the text The Ten Commandments of Whole Life Insurance in Canada overlaid on the left side.
Insurance
15 min read
The Ten Commandments of Whole Life Insurance in Canada

There’s this great article titled “the ten commandments of whole life insurance” and it is linked if you want to read along. One thing that’s...

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Insurance
5 min read
The Waterfall Concept using Life Insurance (in Canada)

The “Rockefeller” Method, or the Waterfall Concept. One of the main things we have to preface this with is that in the United States, this...

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Three men in business attire discuss using life insurance to fund major purchases in a modern, bright office with large windows overlooking city buildings.
4 min read
How can a Canadian business owner use life insurance to fund major purchases?

Today, allow us to shine a light on the infinite banking concept through the lens of a case study —showcases how an entrepreneur, used this...

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Investing
5 min read
You can now invest with us!

We have got a big update for you today – a brand new offering from us at Safe Pacific.

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Two men sit at a table, smiling and talking, with wine glasses and a bottle in front of them. Text overlay reads “INFINITE BANKING IS A SCAM” and “INFINITE BANKING CONCEPT SERIES - EPISODE 4.” SafePacific logo is at the top.
6 min read
The Infinite Banking Concept Episode 4 – Infinite Banking is a Scam

In today's blog, we'll go over the main reasons given for why the Infinite Banking Concept is a scam. We'll be going over why people...

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Insurance
4 min read
The Wealth Multiplier Podcast - 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...

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Investing
16 min read
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...

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