Pension Plans for Canadian Entrepreneurs & Business Owners
Grow your hard-earned wealth, bask in a comfortable retirement, and secure your legacy by building your own pension plan
If you’re a business owner or entrepreneur worrying about stability in your financial future, our signature strategy, Build Your Own Pension Plan, is here to put your concerns to rest.
You’re working hard for every dollar in your account. You deserve to have it working for you—and your retirement
As a business owner, you have freedom, flexibility, and an endless income potential during your working years. The only downside? All that cash sitting in your business bank account isn’t growing your wealth or setting you up for retirement.
Without an investment or growth strategy in place, when you retire, close the doors to your company, or pass away, all your company’s assets will be taxed heavily—so all you and your loved ones will receive is what’s leftover.
The thing is, successful entrepreneurship takes dedication and diligence, and you deserve to keep more than that. You deserve wealth that leads to a comfortable, guilt-free retirement and takes care of your family when you pass on.
Thankfully, our signature strategy helps you do just that.
Introducing Build Your Own Pension Plan:
The safest way to contribute your corporate dollars to a pension plan and steadily grow your wealth
Our Build Your Own Pension Plan method leverages the Infinite Banking Concept—life insurance—as a tool to reduce your taxes, and compound, grow, and maximize your wealth.
We design these policies as a living benefit, giving you the freedom to access your funds for your large-scale purchases and retirement dreams—without impacting its compound growth.
Build Your Own Pension Plan vs. Traditional Investing
While there’s a time and place for traditional investing, when it comes to your retirement, you need the secure funds and guaranteed growth that only our Build Your Own Pension Plan method provides
| The Ideal Investment Checklist |
Traditional Investments
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Build Your Own Pension Plan
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| Guaranteed predictable value for any given year | ✗ | ✓ |
| Steady growth with minimal volatility | ? | ✓ |
| Growth that’s guaranteed to never go down | ? | ✓ |
| Growth that’s tax free | ✗ | ✓ |
| Access to equity without affecting compound growth | ✗ | ✓ |
| More guaranteed tax-free dollars upon death | ✗ | ✓ |
| Everyone can qualify for the plan | ✓ | ✗ |
Guaranteed predictable value for any given year
Steady growth with minimal volatility
Growth that’s guaranteed to never go down
Growth that’s tax free
Access to equity without affecting compound growth
More guaranteed tax-free dollars upon death
Everyone can qualify for the plan
With well-structured life insurance policies in place, you can keep more of your hard-earned dollars, reach your personal aspirations sooner, and create a secure legacy that protects your loved ones.
You can trust this strategy works because it’s how we’ve built our own family’s financial freedom
Like all our financial planning and wealth management solutions, we only recommend strategies that have successfully grown our own family’s wealth. Using the Build Your Own Pension Plan method and Infinite Banking Concept…
- We’ve built our own custom dream home
- We have the option to retire with ease and in comfort before 50
- Our elderly parents are now cared for
- Our children will have a solid financial head start
- We’ve established generational wealth and security
From one business owner to another, we truly believe you and your family deserve financial peace of mind and the best possible future. Whenever you’re ready to Build Your Own Pension Plan and bring to life what you thought was only possible ‘one day…’, we’re here for you.
Take your first step toward a comfortable retirement
As parents and business owners who built our wealth from the ground up, there’s nothing more rewarding than sharing our knowledge and helping others like you. Let’s put your hard-earned corporate dollars to work with a personalized pension plan that secures your retirement.