Merry Christmas – Safe Pacific 2024 Highlights
Merry Christmas, Happy Holidays, Happy Festivus, happy whatever you celebrate.
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 different from our normal content.
We’re coming to the end of the year and today is a little look back at the wonderful year we’ve had as a company and on YouTube.
Milestones!
We hit some big milestones this year, one of them was right here on YouTube as we hit 2000 subscribers! So, thank you all for being here and supporting us, we hope you have gained a lot from our content.
Our biggest video this year was our announcement that you could invest with us here at Safe Pacific.
We’ve built a great partnership with Harness Investment Management and Purpose Advisor Solutions to be able to offer you full-service investment management at a very high level with great service and a low fee structure.
It’s something we worked on for a couple of years putting it together and it works really well.
If we haven’t talked to you about helping to manage your investments, whether that’s in your RRSP, TFSA, RESP for the kids or investing your corporate funds, please reach out and we’d love to tell you what it’s all about and see if there’s a fit work together.
If you haven’t watched that video yet, you can click here to go watch it or you can book a meeting with one of us at SafePacific.com and we can chat about what best fits your needs and goals.
Another great milestone this year was our very own Jordan McConkey was in the top 10 advisors in BC at Financial Horizons.
Jordan is a star. He joined us here at Safe Pacific just 2 years ago and is already in the Top 10 advisors in BC. We’re super proud .
The Wealth Multiplier Podcast
After years of talking about it, we officially launched our podcast this year, interviewing people from all around our industry, with even more episodes in the pipeline right now.
And you can go watch them by clicking on the screen right now or listening to them wherever you listen to podcasts.
And We have so many videos on here for you to watch and if you prefer to read, we have every video uploaded as a blog at SafePacific.com/blog/
As we do every year, we take a few weeks off here to do our own business planning for 2025 and we take some more weeks off for the Christmas and New Year holiday to recharge, to be with family, eat lots of food and do fun things.
This is an important value we have here as a company and taking this time off is an important tradition that we do every year.
That being said, we still want to talk to you – our website is up 24/7 and doesn’t take holidays.
So, if you’re like many people and you’re redoing your finances for the new year and want to talk with someone, send a message through the site at safepacific.com and that will come to us, and we can schedule something in the new year.
That weird little off week between Christmas and New Year is actually a huge week for people reaching out to us via the website – so if that’s you scrolling or updating your finances over the holidays, don’t be shy – send a message through the website and we’ll book an appointment.
We all hope to hear from you in 2025, we have lots of plans brewing including a new book we’re writing. For now, keep your eyes on the socials - Instagram, YouTube, and LinkedIn to see what we are doing.
We will see you in the new year!
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
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