BEST WEALTH MANAGEMENT CANADA

Personal Banker -The Behavioural Finance Company™

Wealth Management & Mentorship

TAX RECLAIM + Finding Money You Didn’t Know You Had!

Best Wealth Management Canada

The Behavioural Finance Company™

Give your bank account a boost, with Money you didn’t know you had.

TAX RECLAIM from PERSONAL BANKER

Change Your Mindset. Change Your Wealth.

We do it with you, not for you.

So You Become the Excellent Money Manager!

We Make Change Enjoyable.

At Personal Banker our business is making your financial life as good as it could be. With a brief, yet meaningful nod to your past, we focus on your financial present and future.

We Get to Know You.

Because we’re a Behavioral Finance™ Company, our aim is to bring awareness and attention to your financial habits. Helping you to understand the financial thinking of successful individuals. Then step by step, we help you raise your financial IQ and develop habits to enhance your wealth for generations.

We start with Your Taxlife™

When you work with a Behavioural Finance™ Company, things begin to change for the better. We begin with a look at your Taxlife™ for obvious reasons that may not be so obvious to you at first. After a while however, when you begin to grasp just how much taxes impact your life, you see why we start with Taxes.

We Lift You Up.
What really sets Personal Banker apart is how we help you improve your financial habits.
By changing your habits, you can change your destiny! We align knowledge, skills and desires around Money and Cash Flow to help you make behavioural shifts.
It’s the Personal Banker way. If you take our advice and put it into action – we won’t let you fail.

PERSONAL BANKER

The Behavioural Finance™ Company

PERSONAL BANKER

The Behavioural Finance™ Company

The Power of Behavioural Finance™

be·hav·iour·al : relating to patterns of observable, specific, individual activity

fi·nance : the management of money matters

“Your beliefs become your thoughts, Your thoughts become your words, Your words become your actions, Your actions become your habits, Your habits become your values, Your values become your destiny.”

Mahatma Gandhi

The Power of

 Behavioural Finance™

be·hav·iour·al : relating to patterns of observable, specific, individual activity

fi·nance : the management of money matters

“Your beliefs become your thoughts, Your thoughts become your words, Your words become your actions, Your actions become your habits, Your habits become your values, Your values become your destiny.”

Mahatma Gandhi

The Personal Banker Difference

We help you learn Tax-Based financial solutions to help you raise your financial IQ so you can develop highly effective, long lasting, habits of wealth. This financial “know-how” can survive in your family for generations to come. Imagine leaving a legacy to your loved ones in a meaningful way. Wealth management is simply the science of solving/enhancing his or her financial situation. Let us help improve yours!

Let’s Get Started

Overview of our Approach

Take a quick-tour and learn who we are and the “why” behind Personal Banker.
We have a deep commitment to changing the way Canadians are served in the financial industry. Yes, we help you with money management AND we Mentor you to become an excellent money manager. You learn by doing. Personal Banker is your financial naturopath ™. But this isn’t about us. It’s about you! Talk to us so we can start a conversation.

Let’s Get Started

How many months wealth RU?

We keep it simple. If you don’t understand it, you won’t take action. At Personal Banker, we make sure our financial strategies are doable,duplicatable and actionable. The only thing that matters is that you can track measurable results. Learn how the wealthy do this. It’s not rocket science. They just know some things you don’t know yet. But we’ll help you learn – fast! It all starts with a conversation. Let’s see how we can best serve you. Let’s Get Started!

Let’s Get Started

The Personal Banker Difference

Learn about Tax-Based financial solutions. This will help you raise your financial IQ. You too can learn to develop highly effective, long lasting habits of wealth which will have positive impact in your family line for generations to come. Let’s Get Started!

Let’s Get Started

Overview of our Approach

Take a quick-tour and get a sense of who we are and why we do what we do. We have a deep commitment to help you learn how to grow your money, manage your wealth and preserve it for the next generation. Personal Banker is your financial naturopath™.

Let’s Get Started

How many months wealth RU?

At Personal Banker, we keep is doable, simple, achievable and set you up for success. We mentor, coach and help you become the best money manager in your world so you can build your wealth. We help you achieve measurable results. Let’s Get Started!

Let’s Get Started

The 4 Pillars of Personal Banker Wealth Management

The 4 Pillars of

Personal Banker 

Wealth Management

TAX
Management

How Small is your Tax slice?

For the average Canadian, 42% of their income is gone to various forms of taxes. Taxes affect every aspect of our financial lives, everything from earning, spending, saving or investing our money. We are taxed today, tomorrow and eventually even when your wealth transitions to your next generation.

We Begin with Tax Strategies to Defer, Reduce, Eliminate and even Avoid taxes! The Best Wealth Management Canada Plan is waiting for you. Ask us how!
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DEBT
Management

Is Your Debt Working for You?

At PersonalBanker, we view Debt quite differently. For the wealthy, debt can be considered an Asset, just as easily as a home can be considered a Liability.
Our goal is to reduce destructive debt. We use strategies that restructure mortgages to make them tax deductible. This creates positive after-tax cash flow converting debts to assets. You too can learn the wealth management canada skills you need to know how to leverage good debt and eliminate bad debt.
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INVESTMENT
Management

How many Years Wealthy are you?

We measure Wealth not by Income or Net Worth but by the positive monthly Cashflow and Asset creation.

Our investment philosophy is not focused on retirement in some distant future, rather it is built on achieving
where assets produce enough cash flow to cover lifestyle expenses.
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RISK
Management

Protecting Your Generational Legacy?

Our Motto is to “Minimize Risk & Taxes and Maximize Growth & Cash Flow.” Managing Risk involves not only protecting yourself today from Cashflow Interrupters™ such as death, disability or loss of job.

It also encompasses protecting your assets from tax as they move on to the next generation!!
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Give your Financial Life a boost with Money you Didn’t know you had.

START YOUR TAX RECLAIM

Book an Appointment

Three Steps To Money Mastery

Personal Banker clients embark on a journey of discovery. First we seek to understand. Then we partner with you to chart the path to mastering Cash Flow. When Cash Flow improves, so does the entire financial picture.

CASH FLOW FUNDAMENTALS

How many months Wealthy RU?
It’s a simple enough question, that goes to the heart of what we do at PersonalBanker. Financial empowerment requires a fundamental appreciation for generating Cashflow. We help you create or enhance your financial foundations by developing Cashflow Mastery. Focusing on your command of Cashflow is where we begin.
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ASSET RE-ALLOCATION

Now we’re ready to Grow again. 
Several factors have the ability to reduce the satisfaction and reward of Asset Accumulation. Among them, Taxes usually accounts for the biggest portion. At PersonalBanker, we incorporate Asset re-allocation strategies to move assets from areas where they are exposed to a “Taxes Now” reality, to areas of “Taxes Later,” or in some cases a “Taxes Never” situation.
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WEALTH FOCUS

From Success to Significance.
After moving through several Stages of Wealth during your lifetime – from Survival to Stability and then Security to Success – the emphasis once again changes. Having built solid Cashflow foundations and accumulated broad and diversified assets, we now help you plan for the transfer of wealth beyond your lifetime. What are those realities? What are the concerns? What’s most effective? What’s your Vision?
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Why Get Your Tax Review Started Today?

The average Personal Banker client retrieves a cool.. 

$4,200

We go back 10 years with our in-depth Tax analysis to get money you didn’t know you had

Over $30B of eligible funds available to Canadians

The average PersonalBanker client retrieves a cool.. 

$4,200

We go back 10 years with our in-depth Tax analysis to get money you didn’t know you had

Over $30B of eligible funds available to Canadians

LET’S WORK TOGETHER! CONTACT US

LET’S WORK TOGETHER! CONTACT US