About Us
Independent advisors committed to protecting your assets and helping you build lasting wealth with trusted guidance.
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.
The Core Principles of the Infinite Banking Concept (IBC): A Canadian Perspective
Managing your finances in today’s world means more than just saving money—it’s about creating a system that gives you control over your wealth, both now...
The Rockefeller Strategy: How Whole Life Insurance Creates Generational Wealth in Canada
When people hear the name Rockefeller, they immediately think of massive, enduring wealth. Founded in 1870 by John D. Rockefeller, Standard Oil built one of...
Why Get an Infinite Banking Whole Life Policy for Your Kids?
Why Get an Infinite Banking Whole Life Policy for Your Kids? At Safe Pacific, we’re often asked by both parents and grandparents: “Why would I...
What is the Million Dollar Baby Plan and how does it work for Canadians
What is the Million Dollar Baby Plan and how does it work for Canadians? What if you could set up a secure, tax-free financial foundation...
Why Life Insurance is Essential for Business Owners
If you’re a business owner or a high-income incorporated professional, you know that managing risk and building financial stability are essential to your success. Life...
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 Dollar Cost Averaging (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
Today's blog post is a reaction to this great article titled “The Ten Commandments of Whole Life Insurance”. Something that we like about this article...
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...
Let's Get Social
See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.
🎉 Our very own Advisor Jordan McConkey married his wife Sarina this past weekend.
We`re so excited for them, we look forward to seeing them grow together. Congratulations you two!🎉
Thank you @advocisvancouver for providing tickets to today Canadians Game! Safe Pacific had a blast.
Let me save you an hour on Life Insurance, it doesn’t have to be complicated.
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We have a new video all about how a holding company can help you protect your wealth.
Comment “hold” and we will send you the full video.
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?
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.
Comment “corporate” and we will send you the video.
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.
Contact us
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