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Independent advisors committed to protecting your assets and helping you build lasting wealth with trusted guidance.
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Who we are
At Safe Pacific, we craft personalized financial plans for success-driven Canadians, empowering them to use life insurance as a strategic financial tool. By protecting their greatest assets and helping them achieve lasting financial security, we give our clients peace of mind. We always act in their best interest—because their success is our mission, and their trust is why we love what we do.
The Safe Pacific Team
Safe Pacific’s dedicated, independent team of experts puts clients first, offering trusted, personalized financial guidance.
Check out our latest insights
Thoughts and insights, updated weekly.
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...
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...
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...
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.
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...
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...
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...
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...
You can now invest with us!
We have got a big update for you today – a brand new offering from us at Safe Pacific.
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...
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...
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...
Let's Get Social
See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.
Our new book, The Wealth Multiplier, is out now. Do you have your copy?
Comment “book” and we will send you the link.
The Immediate Financing Arrangement is an amazing strategy for Canadian business owners.
Comment “IFA” to watch our full video all about it.
We have a new video about corporate life insurance its tax benefits.
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We always have to stay ahead and continue our education to make sure that we are making the best strategies for you.
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The Immediate Financing Arrangement isn’t meant for everyone and not every advisor is going to set it up properly.
Comment “meeting” to book one and discuss if it’s right for you.
The Insured Retirement Plan is a great way to be prepared for retirement and we have a whole video about it.
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We have a new episode of our podcast live - enjoy now on all platforms you can find podcasts on.
Comment “Harness” and we will send you the episode.
We learned a lot at this year’s financial planning summit and Jordan summarizes some of the big topics.
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Your income truly is your most important asset, so use these tips to stay ahead of the unknown.
Comment “schedule” to book a meeting now.
What is the Million Dollar Baby plan and is it for you?
Watch our full video by commenting “million"
We have a brand new video about one of our favorite subjects: Life Insurance!
Comment "Life Insurance" and we will send you the full video.
The Advocis Financial Planning Summit is always a great learning experience.
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