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About Safe Pacific
Safe Pacific is a Canadian financial services company. We specialize in building custom financial plans for Vancouver Business Owners, Incorporated Professionals and your Families. We are independent - no bank or insurance company owns or controls us. This means we always work in the best interest of our clients.
Empowering our clients to achieve their financial goals is what drives us. It's why we're here and it's why we love what we do.
We work for you, not a bank or insurance company. Only you get to tell us what to do.
We take the time to do it right. Caring about our clients is what makes us different.
You will never be pressured to sign anything. That's not right.
We take the time so you understand what we are doing and why we are doing it.
Looking to start setting your own financial goals while protecting your greatest assets?
Let us help you choose the right plan for you.Contact Us
Clients We Serve
We provide our clients with financial peace of mind. By protecting their greatest assets and helping them achieve their financial goals, our clients can rest easy knowing their futures are secure.
A growing family, or a buying your first home means that for the first time in your life, there is truly something to lose. Protect your greatest assets
Your business is profitable and now you need to protect it. We can help you ensure that you’re covered for the “What If” situations.
Investing in yourself and your education was the smart move. Now it’s time to invest in your ability to earn income -- no matter what.
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.
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.
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 has 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.
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.
Insurance is not just a product, it is a part of your whole financial plan. If you don't currently have this relationship with your insurance advisor then contact Robert at Safe Pacific Financial.
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.
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.
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 & Rob for taking care of me.
All of our services have the same objective in mind: to ensure that your future is protected and your financial goals are reached. We work with you to build a custom financial plan that’s just for you and based on what’s most important to you.
Life insurance gives you peace of mind by ensuring your family's needs are taken care of no matter what. We have all options of term and permanent insurance available.
Getting sick or injured shouldn't impact your ability to provide and pay bills. Our plans can replace your income and allow you to return to work when you comfortably can, not because you financially need to.
If you’re diagnosed with cancer, or have a stroke, or heart attack—you could encounter devastating financial consequences due to increased expenses and loss of income. This extra coverage Critical Illness coverage provides will give you with everything you need to ensure you can take care of you.
Mortgage Life Insurance
Make sure your house is paid off if anything happens to you or your spouse. Vancouver real estate is expensive enough with 2 incomes. Imagine your spouse paying the mortgage and and raising kids on just one income.
Million Dollar Baby Plan
Imagine a financial plan that protects your kids and has savings goals built in that line up with significant life events. Set your kids up for life with a customized MDB plan.
Infinite Banking & Cash Flow Banking
Imagine an account that compounds forever, has tax advantages and grows with a safe and secure dividend that's not correlated to the roller coaster stock market. We are experts in this powerful financial strategy.
Executive Health Savings Plan (EHSP)
A go-to business strategy for business owners that leverages the benefits of insurance to help you access retained earnings trapped inside your company.
Investing your money in the right places can be overwhelming. Our team of expert Financial Advisors can create custom investment plans that are right for you and your future. There’s no cookie-cutter plans here.
So, what does this mean for me?
Not sure what the best solution is for you? That’s where we come in. Insurance and finances can be overwhelming to even the most money savvy. Having a financial advisor to help guide you and provide you with an empowering financial plan means that you’ll have someone by your side pushing you to achieve your loftiest goals.
We Are Independent
We work with Canada's top insurance and investment companies to create a custom package based on your unique needs.