WELCOME
Inspiring lives. One person at a time.
I do not know where your pain point lies at this point in time, but I can guarantee I can help. Regardless if you want to save money, get your money working harder or MAKE extra money...
I AM HERE TO HELP.
Over 70 Major Financial Institutions & their products at my fingertips
Corporate strategies, Tax Advantaged Strategies, Personal Protection & Investing...
The MISSION
We live by our statement "Mission Before Commission" It's about providing value and education. Filling in the gaps that our schools, government and banks have failed to teach you.
"Success isn’t about how much money you make; it’s about the difference you make in people’s lives." – Michelle Obama
Scope on Our Services
Personal protection
Permanent life insurance, term life insurance, critical illness and disability. Lets have a conversation about protecting your families #1 asset! YOU!
Come chat about the 8th wonder of the world and how to start tax sheltering your money!
Retirement Solutions
Worried about retiring? Annoyed with the lack of options and profit at the bank? RRSP TFSA FSHA LIRA and more! Learn basic concepts like the rule of 72, Financial independence number, and start taking advantage of compound interest!
Debt Management & Loans
Refinancing your house? Purchasing a new house? Renewing a mortgage? OR just feel like you are drowning? Come learn different strategies like the snowball method and the importance of paying off debt early!
Corporate Solutions
Tax sheltering
Key person insurance
Buy Sell agreements
Leveraging your corporate income for retirement and paying as little tax as possible sounds fun.... doesn't it?
Mentorship and career opportunities
I am always recruiting talent.
If you know you are meant for more than working your 9-5 job and making someone else rich then book a meeting today and learn more about our part time and full time career opportunities at the firm.
Testimonials
I was referred to Rhys for insurance needs. After getting the run around from traditional institutions, Rhys was able to break down my options in a simple way. He was able to educate me on the right solution for my family that matched my budget, instead of his commission. It was this that had me sold. Imagine a financial broker who works on commission, but puts your needs first. I learned more about the financial landscape of our country than I ever did in school or from a traditional institution. Highly recommend Rhys and his team if you are wanting to get in better overall financial shape!
-Michael Krumins, Pipeline Inspector
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