The Start
There is a gigantic segment of the population desperately needing to understand the basics around their money, but they were not receiving this crucial education through traditional industry or the education system.
So the mission became to increase the distribution of financial information to the middle market.
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Our approach combines comprehensive financial education with practical implementation, helping people reach their financial goals.
We can learn for ourselves through training courses or through a licensed advisor that will help put strategies into action.
The Shift
We realized that the industry was shrinking and the need for financial education is growing. We needed a better way to serve this enormous market. That's when a small group made a pivotal decision: to recruit and train new agents who share our vision. We developed a comprehensive training program, that takes people, from scratch, and that equips them with the tools and a license to become professionals that distribute financial information to the middle market. Growth giving rise to opportunities for people to own their own agency. This expansion strategy allowed us to open up new markets through our new agents where trust already existed. This became the cornerstone of our ability to help as many people as possible. We are now in almost every province in Canada and many of the states across America.
OUR BELIEF
We understand that financial stress doesn't exist in isolation. It affects health, relationships, and overall quality of life.
Our mission goes beyond numbers and strategies—we're here to help decrease that stress and bring peace of mind to the families we serve.
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Today, we continue to grow our team of dedicated professionals, each committed to learning for themselves and making financial planning accessible to those who want it.