About Us
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.
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Let's Get Social
See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.
The IFA or Immediate Financing Arrangement is an incredibly powerful tool involving life insurance and leveraging it to invest back into your life and business pursuits.
Comment “IFA” to watch our video all about it.
A lot of people call Infinite Banking a scam, but why is that? We cover one of the reasons here, but you can watch our full breakdown on YouTube.
Comment “scam” and we will send you the full video.
We have a brand-new video all about the Immediate Financing Arrangement (IFA) and how it works for Canadians like you.
Comment “IFA” and we will send you the video.
The big, complicated policies are not for everyone, so we broke down a simple way for you to look at life insurance if you’re hoping to leave a legacy and look after your family.
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We wrote a book! We have been tirelessly working for over a year to bring you our first book all about our own original account.
The Wealth Multiplier Account.
Comment “Wealth Multiplier” and we will send you the link to purchase.
Infinite Banking is our bread and butter, and it’s really not that complicated once you get the basics. That’s why we make these videos.
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There are so many ways to use your policy but here are a few that most people use it for.
Comment meeting to book one and set this up for yourself.
Our friends at Equitable always put on informative events with their most knowledgeable people, here’s a recap of our event experience.
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We have a new book out
The Wealth Multiplier: The Proven Tax-efficient Strategy Used by the Wealthiest Canadian Families to Create, Grow & Protect Generational Wealth.
Success in business is not just about making money, it is about keeping it, growing it, and using it wisely to enhance your own and your family’s lifestyle. The challenge is not just building wealth; it is making sure it grows for you, your business, and your family for generations to come.
Comment BOOK and we`ll send you the link to buy right now.
Thank you!
Since launching The Wealth Multiplier book yesterday we`ve hit #1 status in so many categories including Retirement Planning, Taxation, Tax Accounting, Small Business Taxes, Personal Taxes, Financial Interest & Economic Development and Growth.
Comment BOOK and we`ll send you the link right away :)
We have a brand new video all about the Insured Retirement Plan up now on YouTube.
Comment “IRP” to get the full video in your DMs.
Here’s a simple breakdown of how the CDA works.
Comment “CDA” to watch our full video about the Capital Dividend Account.
Contact us
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