For Your Financial Team
We love to collaborate with your advisors — accountant, lawyer, investment advisor, banker — to build the right plan for your life and wealth.
Let's MeetYour Accountants & Lawyers
Your advisors — accountant, lawyer, banker, investment advisor, and insurance expert — each play a critical role in your financial ecosystem. Together, they help you navigate complex decisions, protect your assets, and optimize your wealth strategy. When aligned under a common vision, this team becomes a powerful force driving your long-term success and peace of mind.
Common Challenges Faced
Families and business owners often have multiple advisors. It's imperative that all of the advisors you work with are on the same page and "rowing in the same direction" in order for your plan to work.
Making your Advisors a Team
Professionals all work in silos on separate pieces of their client's finances, we want to help be a bridge to all of them and all work together to help you grow.
Complexity of our Plans
We work on complex insurance and investment plans and if it sounds like a plan you want, we want to explain it to your financial team so that they can get on board.
Understand the Unique Tax Structures
We’ll collaborate with your financial team to simplify the unique tax benefits of life insurance — like tax-deferred growth and tax-free payouts. Together, we'll align strategies to optimize your wealth, minimize taxes, and ensure seamless financial growth.
Coordinating Your Servicing
We will work with your team on a regular basis, whether it's updating at tax time, tracking a business sale or or major life change. Your advisors should all be updated and on the same page to ensure your success in enacting your plan.
Investing For Future You
In your situation you now face different problems. We work with you to craft solutions that fit your current situation and help achieve your goals for the future.
Who We Serve
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money, grow your money all while having liquidity to take advantage of opportunities and potential downturns.
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money, grow your money all while having liquidity to take advantage of opportunities and potential downturns.
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Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
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Affluent Families
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
Affluent Families
You want to pass on your family legacy in a private and tax-efficient way. You want to keep the assets in the family.
Read MoreBuild a Lasting Legacy
We hope to hear from you soon.
Yes! Safe Pacific offers virtual meetings for clients across Canada. We understand that your time is valuable, so we provide flexible online consultations via video call or phone. We can discuss your financial goals, insurance needs, and investment strategies—all from the comfort of your home or office.
Yes, you must be a Canadian resident or PR to work with Safe Pacific. Our financial strategies, insurance solutions, and investment services are designed specifically for Canadians. If you are a Canadian citizen living in Canada, we can help you build a tailored financial plan to protect, grow, and maximize your wealth.
That’s fine - many people don’t have all their documents organized. In our first meeting we can keep things high-level and use ballpark numbers. As we work together, and if we require more specific information, we can collect those documents at that time.
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.
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