
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.
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Thoughts and insights, updated weekly.
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See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.
The Rockefellers are synonymous with wealth, but why?
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Happy Canada Day from the whole team at Safe Pacific!

EQ Bank is one of the institutions that we work with that loves the IFA strategy and lending.
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Our new book, The Wealth Multiplier, is out now. Do you have your copy?
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The Immediate Financing Arrangement is an amazing strategy for Canadian business owners.
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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.
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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.
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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.
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