In 1997, my journey into the world of financial wisdom began when I delved into the pages of Robert Kiyosaki’s groundbreaking books, “Rich Dad Poor Dad” and “Cashflow Quadrant.” These literary gems awakened a burning desire within me to master the art of building and selling businesses. Thus, my career as a Business Intelligence Specialist was born after studying Biochemistry at university.

After venturing into multiple business endeavors, I felt compelled to share the profound principles I had learned from Kiyosaki’s teachings. In 2010, I embarked on a new path as a financial security advisor and educator. Simultaneously, I was at the helm of Montreal VIP, a luxury Concierge service company in the vibrant city of Montreal.

It quickly became apparent to me that conventional financial institutions and banks were unwittingly leaving families behind. They failed to impart the vital knowledge of how taxes, fees, stock market volatility, and our daily expenses can have a profound impact on the growth of one’s assets and retirement. Families are bearing the burden of substantial tax payments each year as they earn, spend, invest, and pass on their assets to the next generation. The traditional advice of homeownership, swift mortgage repayment, and a diversified mutual funds in RRSPs for retirement planning are fundamentally flawed. I knew there had to be a superior approach to investment and retirement.

In 2018, my quest led me to scrutinize the financial counsel dispensed by Wall Street and Bay Street to traditional families. I began to pay attention to the advice and “advanced” strategies typically reserved for the elite. Questions began to surface: “Why do banks own billions of dollars of permanent insurance ? Why do corporations, and affluent families embrace permanent insurance with such enthusiasm, especially when ample capital is at their disposal? What do they comprehend that eludes the average investor? What if what we taught about finance such as investments and insurance was wrong?”

These queries piqued my curiosity, leading me to the enlightening pages of Nelson Nash’s “Becoming Your Own Banker” and the Infinite Banking Concept. By emulating the practices of the wealthy, major corporations, and banks in deploying their capital, I achieved greater efficiency in growing my clients’ wealth and securing their legacies.

While many financial advisors concentrate solely on wealth accumulation, my approach is distinct. I begin with the end in mind, guiding clients toward the most tax-efficient income during retirement. I educate them on the art of recapturing the interest paid throughout their lifetimes, all while meticulously preparing for the seamless transfer of their estates to the next generation.

Since my discovery of the Infinite Banking Concept, I’ve found immense satisfaction in providing the RIGHT financial education to professionals, business owners, and real estate investors. I reveal the secrets of maximizing wealth and crafting enduring legacies through a strategy that has long been the industry’s best-kept secret.

I invite you to embark on this transformative journey with me. Let’s explore how the Infinite Banking Concept can generate generational wealth for you and your family. Connect with me today, and let’s embark on a journey toward financial empowerment and prosperity. Book a discovery call, and together, we’ll unlock the door to a brighter financial future.

Let’s connect.

N’hésitez pas à me contacter pour toutes questions sur le Concept Bancaire Infini!