Services

While my primary focus is implementing the Infinite Banking Concept, I also work with a variety of insurers to offer a full suite of additional products and services for both individuals and businesses.

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Getting your financials on a path for true success

I am here to help you with:

Life Insurance

Term / Whole Life

While I primarily use specially designed whole life insurance to implement the Infinite Banking Concept, I also offer a variety of term and whole life insurance products for the ultimate flexibility to ensure your loved ones are taken care of.

Investments

Segregated funds, Guaranteed Investment Accounts

Working with insurers and third party associates, I can take over management or facilitate a transfer of registered (RRSP, RESP, RDSP, etc) and non-registered funds.

Group Health & Retirement

Group Health & Retirement Benefits

I offer a variety of group health and retirement options for your business, so you can offer your employees coverage for what they really want.

Estate & Tax Planning

Estate and tax planning

Many of us don't consider the tax implications of leaving a legacy until it's too late. Whether it is passing on a warehouse of wealth, company legacy planning, or managing your final expenses, I will work with your lawyer and/or accountant to ensure your final wishes are carried out and loved ones are cared for.

Cash Flow Management

Life Happens

I understand that circumstances change in the blink of an eye. I am here to help you pivot when you meet opportunities and challenges. Remember, when you have access to capital, opportunities will chase you down!

Budgeting

Budgeting Help

The first step to taking control of your finances is to understand where your money is currently going. We begin your journey by taking a look at your current position, and set a plan to reach your short and long term goals.

Ready to own your money and make it work for you?

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"Wealth gained hastily will dwindle, but whoever gathers little by little will increase it."

Proverbs 13:11

TESTIMONIALS

What others are saying

"I have peace of mind"

"With Kristyn’s support, I have peace of mind knowing we’re on the right track, and I’m actually excited about our financial future. Not only does Kristyn genuinely care about you and your financial well-being but she knows how to navigate the Infinity Banking system, with incredible guidance which I’m grateful for. I highly recommend her!

- Jennifer

"We’re on the right path"

"I’m grateful for Kristyn’s professionalism and the way she made this complex concept more understandable. I’d recommend her to anyone, especially if you're new to this and want someone who takes the time to ensure you feel confident."

- Charles

"We could not be more happy"

Kristyn has been so thorough in her explanation to us. I feel like I have a clear understanding of how this works and will continue to work for us through the next decades of our retirement years. There was zero pressure on her part and she is always available for any new questions we have. We could not be more happy with Kristyn’s assistance."

- Carey