Skip to content

Safe Pacific Financial

Personalized
Insurance

&

Investment
Strategies

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

Let’s Meet
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!
Learn More
Articles, Videos, Podcasts and Blogs

Reach your Financial Goals with Expert Knowledge.

Thoughts and insights, updated weekly.

View All
Insurance
4 min read
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...

Read More
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...

Read More
Insurance
6 min read
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...

Read More
Infinite Banking
10 min read
The 6 Essential Principles of the Infinite Banking Concept Explained

Here’s what you aren’t understanding about Infinite Banking. Building anything of lasting value begins with a solid foundation—the basics. While Infinite Banking may seem like...

Read More
Insurance
13 min read
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...

Read More
News and Events
4 min read
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...

Read More
News and Events
1 min read
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...

Read More
Insurance
4 min read
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...

Read More
Infinite Banking
6 min read
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...

Read More
Infinite Banking
6 min read
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...

Read More
Investing
15 min read
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...

Read More
Insurance
8 min read
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...

Read More

Our Providers

Client Testimonials

See how our strategies have been successful from our clients.

Schedule

Contact us

Let’s chat. Fill out this form and a member of our team will get back to you within 24hrs on business days.

"*" indicates required fields

Name*
Terms*
A Logo
A Logo
A Logo
A Logo

Stay Connected

By submitting your email you confirm that you agree with our Terms and Conditions.

© 2025 Safe Pacific Financial Inc. All rights reserved.
Design by Takt