About Us
Sharing With Heart
wsb x charity: water
Sharing With Heart
Learning is straightforward when you have a guide who cares about your goals. Find a licensed professional that you connect well with and see how we can help!
Our agents are dedicated to delivering the best financial education and revolutionize the financial services industry through a reliable, build-able system.
30 Million By 2030
wsb x charity: water
Sharing With Heart
After completing our promise to financially educate 1 Million families by the end of 2020, we now embark on our next great endeavour - to educate 30 million by the year 2030.
Find out how we help families across North America, and how you can get involved!
wsb x charity: water
wsb x charity: water
wsb x charity: water
From the success of our Convention for a Cause event in May 2020, we formed a kinship with Charity: water's founder / CEO, Scott Harrison.
He introduced us to the Spring, a way for the WSB Community to continuously give back, see its impact, and help end the water
crisis in our lifetime.
Our Services and Expertise
Financial Education
Your financial picture is unique, just like you. We don't believe in cookie-cutter answers and one-fits-all products. Being adaptable and financially literate is your most valuable asset in reaching your goals. What do you want to learn more about?
Debt Management
Are you controlling your debt or is your debt controlling you? Whether you're currently facing debt challenges or considering taking on new financial obligations, learn and implement simple strategies to keep you moving forward.
Life, Health & Travel Insurance
Life's circumstances can differ greatly from one person to another, as well as from one family to the next. Our combination of strategy implementation and tailored products can provide a wide range of protection while growing your funds with potential tax advantages. Ask us how this works!
Investment Strategies
Investing can be an excellent way to build wealth, but it comes with certain risks and concerns. Explore your options, learn investment strategies, and start applying them right away! Ask us about the four main investment vehicles available in Canada.
Loans & Mortgages
Having a loan, or multiple loans doesn't have to mean you're doomed to drown in debt. Learn about good debts and bad debts, and how to use them to your advantage.
Tax Education
Do you feel like you're paying too much tax? Find out what tax-advantaged resources you have access to and how you can keep a larger portion of your hard-earned income. Tax education pertains to how you make money, spend money, save and invest, lend and borrow, redeem and transfer.
Building College Funds
It takes a village to raise a child and a higher education can be expensive. Start early, automate savings, explore tax-advantaged accounts and seek scholarships and grants. There are ways to invest wisely and avoid high-interest debt. But what if your kid(s) don't want to attend post-secondary? Convert their college funds into your retirement funds!
Retirement & Estate Planning
Imagine your retirement right now. Does your current income fit your dreams, or are you shrinking your dreams to fit your income? Life is meant to be enjoyed now and in the future – tomorrow is not guaranteed. Putting a Will together does not have to cost thousands of dollars in legal fees either. Learn about simpler ways to set yourself and your family up for success.