Personalized
Insurance
& Investment
Strategies
Insurance
Strategies
Personalized
Insurance
& Investment
Strategies
Insurance
Strategies
Experts in high-value life insurance and investment strategies for Canadian entrepreneurs and their families.
Who 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.
Learn MoreIncorporated 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.
Learn MoreAffluent 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 MoreFor 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 MoreReach your Financial Goals with Expert Knowledge.
Thoughts and insights, updated weekly.
OpCo to Legacy: The Estate Tax Trap
If your business owner client passed away tomorrow, what would happen—from a tax perspective—and what have you done as their advisor to plan for it?...
How Critical Illness Insurance works in Canada
What would happen if you were diagnosed with cancer tomorrow? How would you cover your mortgage, your bills, or your business expenses while you focused...
How Disability Insurance Works in Canada
What would happen if you suddenly couldn't work—due to an accident or serious illness? Understanding How Disability Insurance Works in Canada can help you prepare...
Critical Steps to Safeguard Your Legacy With Estate Planning
What happens to everything you've worked so hard to build—your business, your investments, your family home—after you're gone? It's important to understand the critical steps...
How to Be Like Jim Pattison
What if you could borrow the exact wealth-building strategy used by one of Canada's richest entrepreneurs—without being a billionaire? If you've ever wondered how to...
How to Invest in your Holding Company In Canada
Are you a Canadian business owner with retained earnings building up inside your corporation? If those funds aren't being put to work through a holding...
How do Capital Gains Work in Canada
How Do Capital Gains Work in Canada? A Guide for Business Owners and High-Income Professionals. Capital gains tax in Canada can take a serious bite...
How Life Insurance Works in Canada
Most Canadians believe life insurance is simply a backup plan. It is something you purchase in case the worst happens so your family is protected....
The Canadian Business Owner’s Guide to Wealth Management
You’ve built a successful business. Your corporation is generating profits. Retained earnings are accumulating. On paper, everything looks strong. Now is the perfect time to...
How to Use Whole Life Insurance as Collateral for Tax-Free Loans in Canada
What if you could access capital for your business, investments, or retirement — without selling assets, triggering capital gains, or paying tax on withdrawals? You...
How Canadian Business Owners Can Stop Losing Money to Taxes
How Canadian Business Owners Can Reduce Taxes Using RRSPs & TFSAs Are you a successful Canadian business owner, real estate investor, or incorporated professional? If...
The Core Principles of the Infinite Banking Concept (IBC): A Canadian Perspective
Managing your finances in today’s world means more than just saving money—it’s about creating a system that gives you control over your wealth, both now...
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!
"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.
"Insurance is not just a product, it is a part of your whole financial plan."

One thing I've learned after spending nearly ten years in the business of financial planning and working directly with clients is the value of working with someone who is both knowledgeable and genuinely cares about your well being. Robert comes with a wealth of knowledge and, more than most in the profession, will take the time to make sure that you are informed and protected while maintaining a life long relationship.
"Knowledgeable and helpful in explaining the process of insurance plans."

I contacted Safe Pacific Financial last year about an insurance strategy that would work for me and my husband after getting married and purchasing a home. I met with Robert who is knowledgeable and helpful in explaining the process of insurance plans. He put together multiple options that suited our needs and walked us through each of them to help us in our decision.
"Safe Pacific's access to multiple providers yielded the cheapest and best policy."

I spent close to a year reviewing multiple insurance company policies before choosing to go with Robert and Laurent at Safe Pacific. The differences in cost-to-benefit of each policy I looked at while doing my due diligence was rather substantial. Safe Pacific's access to multiple providers yielded the cheapest and best policy I could find. Plus they're good guys, and that's worth a heck of a lot in my books when buying something like insurance.
“Working with Rob and Laurent was a real pleasure."

Although the investment products we were talking about were very complex, they both were really great at breaking things down and explaining how they worked. Would highly recommend Safe Pacific to anyone who is thinking about long-term wealth creation and creating a strong financial foundation for themselves and their family.
"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.
"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.
"Insurance is not just a product, it is a part of your whole financial plan."

One thing I've learned after spending nearly ten years in the business of financial planning and working directly with clients is the value of working with someone who is both knowledgeable and genuinely cares about your well being. Robert comes with a wealth of knowledge and, more than most in the profession, will take the time to make sure that you are informed and protected while maintaining a life long relationship.
"Knowledgeable and helpful in explaining the process of insurance plans."

I contacted Safe Pacific Financial last year about an insurance strategy that would work for me and my husband after getting married and purchasing a home. I met with Robert who is knowledgeable and helpful in explaining the process of insurance plans. He put together multiple options that suited our needs and walked us through each of them to help us in our decision.
"Safe Pacific's access to multiple providers yielded the cheapest and best policy."

I spent close to a year reviewing multiple insurance company policies before choosing to go with Robert and Laurent at Safe Pacific. The differences in cost-to-benefit of each policy I looked at while doing my due diligence was rather substantial. Safe Pacific's access to multiple providers yielded the cheapest and best policy I could find. Plus they're good guys, and that's worth a heck of a lot in my books when buying something like insurance.
“Working with Rob and Laurent was a real pleasure."

Although the investment products we were talking about were very complex, they both were really great at breaking things down and explaining how they worked. Would highly recommend Safe Pacific to anyone who is thinking about long-term wealth creation and creating a strong financial foundation for themselves and their family.
Contact us
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