Skip to content

Safe Pacific Financial

About Us

Independent advisors committed to protecting your assets and helping you build lasting wealth with trusted guidance.

Let's Meet
About Us

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.

Our Team

The Safe Pacific Team

Safe Pacific’s dedicated, independent team of experts puts clients first, offering trusted, personalized financial guidance.

Read More

Robert Trasolini

Professional Financial Advisor
Read More

Laurent Munier

Professional Financial Advisor
Read More

Jordan McConkey

Financial Advisor
Read More

Megan Darling

Administrative Assistant
Read More

Jennifer Huang

Administrative Assistant
Read More

Michael Stea

Marketing Manager
Articles, Videos, Podcasts and Blogs

Check out our latest insights

Thoughts and insights, updated weekly.

Insurance
4 min read
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...

Read More
Investing
16 min read
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...

Read More
Insurance
6 min read
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...

Read More
Infinite Banking
10 min read
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...

Read More
Insurance
13 min read
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...

Read More
News and Events
4 min read
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...

Read More
News and Events
1 min read
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...

Read More
Insurance
4 min read
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...

Read More
Infinite Banking
6 min read
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...

Read More
Infinite Banking
6 min read
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...

Read More
Investing
15 min read
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...

Read More
Insurance
8 min read
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...

Read More

Let's Get Social

See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.

Our brand new video about why you should get a whole life policy for your kids is live now!  Comment “life” and we will send you the video.

Our brand new video about why you should get a whole life policy for your kids is live now!

Comment “life” and we will send you the video.
...

12 0 instagram icon
There are many factors to consider when keeping your money in the corp or moving it to your RRSP, one of the main factors is the taxation.  Comment “RRSP” and we will send you the full video.

There are many factors to consider when keeping your money in the corp or moving it to your RRSP, one of the main factors is the taxation.

Comment “RRSP” and we will send you the full video.
...

11 2 instagram icon
You may have noticed our new photos; well, we had a lot of fun taking them with the wonderful @kimkostaphoto  Like and follow for more

You may have noticed our new photos; well, we had a lot of fun taking them with the wonderful @kimkostaphoto

Like and follow for more
...

9 0 instagram icon
Our video all about The Million Dollar Baby Plan is up and ready for you to dive into.  Comment “million” and we will send you the video.

Our video all about The Million Dollar Baby Plan is up and ready for you to dive into.

Comment “million” and we will send you the video.
...

5 0 instagram icon
Vince Cardella discusses the reason why we have life insurance what it's used for with our very own Laurent Munier.  Comment “why” and we will send you the full discussion.

Vince Cardella discusses the reason why we have life insurance what it`s used for with our very own Laurent Munier.

Comment “why” and we will send you the full discussion.
...

7 0 instagram icon
Our team is ready to set you up with the plan you need.  Comment “meeting” and let’s meet.

Our team is ready to set you up with the plan you need.

Comment “meeting” and let’s meet.
...

39 1 instagram icon
An important rule of thumb to remember when running a business is to pay yourself first, watch to find out why.  Like and follow for more.

An important rule of thumb to remember when running a business is to pay yourself first, watch to find out why.

Like and follow for more.
...

10 1 instagram icon
Our new video about why life insurance is important for business owners is up now!  Comment “owner” and we will send you the video.

Our new video about why life insurance is important for business owners is up now!

Comment “owner” and we will send you the video.
...

5 0 instagram icon
Life insurance and the spreading of risk have a long history.  Comment “risk” and we will send you the full conversation with Vince Cardella.

Life insurance and the spreading of risk have a long history.

Comment “risk” and we will send you the full conversation with Vince Cardella.
...

6 0 instagram icon
The TFSA has a max limit, and you should be maxing it out, but why? Watch and find out.  Like and follow for more.

The TFSA has a max limit, and you should be maxing it out, but why? Watch and find out.

Like and follow for more.
...

9 1 instagram icon
Let’s Meet

Contact us

Let’s chat. Fill out this form and a member of our team will get back to you within 24hrs on business days.

"*" indicates required fields

Name*
Terms*
A Logo
A Logo
A Logo
A Logo

Stay Connected

By submitting your email you confirm that you agree with our Terms and Conditions.

© 2025 Safe Pacific Financial Inc. All rights reserved.
Design by Takt