Welcome to PersonalBanker.
The Behavioural Finance™ Company

Welcome to PersonalBanker.
The Behavioural Finance™ Company

Here’s What We Do for You

Before
PersonalBanker

On average, Canadian Debts and Taxes account for approximately 3/4 of our money. We think that’s way too much.

After
PersonalBanker

We start by reducing the impact of Taxes on the money you earn. Next, we focus on decreasing what you owe.

LEARN MORE

Here’s What We Do for You

Before
PersonalBanker

On average, Canadian Debts and Taxes account for approximately 3/4 of our money. We think that’s way too much.

After
PersonalBanker

We start by reducing the impact of Taxes on the money you earn. Next, we focus on decreasing what you owe.

LEARN MORE

We Start with Taxes

At PersonalBanker Our Business is Taking Your Financial Life from Good to Great.

RECOVER
ReCLAIM the
past 10 years

REDUCE
Start paying
less taxes

RESOLVE
Shelter your assets
from taxes

We Start with Taxes

At PersonalBanker Our Business is Taking Your Financial Life from Good to Great.

RECOVER
ReCLAIM the
past 10 years

REDUCE
Start paying
less taxes

RESOLVE
Shelter your assets
from taxes

Ready to Recover Your 10 Year Tax ReCLAIM?

PersonalBanker clients recover an average of $4,200.00.

START HERE

Expert Solutions

Because we’re a Behavioral Finance™ Company, we incorporate into our Wealth Management approach, a very strong focus on helping our members learn and implement into their lives, the habits of highly effective financial planning.

We Base Our Success not only on Your Net Worth, Cashflow and Asset Volume, but also on the degree to which PersonalBanker positively impacts Your Financial Awareness & IQ.

Tax Management

Debt Management

Investment Management

Risk Management

Credit Boost

Real Estate Investment

How Many Months Wealthy Are You?

Every Canadian has the potential to become their own bank. Unfortunately, most never do. That’s why PersonalBanker has embarked on an ambitious Mission to do more than “sell financial services.” We are also Financial Naturopaths & Coaches.

Here’s a nugget from our financial chest of treasures. How Many Month’s Wealthy Are You? Do you get the question? Does it make sense to you? Have you every heard it before? Intrigued? Check Out the PB ThinkAgain Moments.

Start Your PersonalBanker Financial Checkup Now!

The PersonalBanker Financial Checkup provides you with a categorized breakdown of your key financial indicators, using easy-to-understand metrics, that show your current Stage of Wealth, Financial Vital Signs and Strategic Recommendations to further optimize your wealth.

START YOUR CHECKUP

How Many Months Wealthy Are You?

Every Canadian has the potential to become their own bank. Unfortunately, most never do. That’s why PersonalBanker has embarked on an ambitious Mission to do more than “sell financial services.” We are also Financial Naturopaths & Coaches.

Here’s a nugget from our financial chest of treasures. How Many Month’s Wealthy Are You? Do you get the question? Does it make sense to you? Have you every heard it before? Intrigued? Check Out the PB ThinkAgain Moments.

Start Your PersonalBanker Financial Checkup Now!

The PersonalBanker Financial Checkup provides you with a categorized breakdown of your key financial indicators, using easy-to-understand metrics, that show your current Stage of Wealth, Financial Vital Signs and Strategic Recommendations to further optimize your wealth.

START YOUR CHECKUP

The PersonalBanker Difference

For starters, we move you. Regardless of what stage of life you’re at, or level of success, we’ve found that there is always room for a practical, balanced hunger for “even better.”

At PersonalBanker we strive for better, to go further, to go beyond our last plateau… and to take each of our valued clients with us on this financial journey of discovery and self-actualization.

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Our Approach to Finance

We seek first to understand, then to teach. To listen always with curiousity, then to engage in a kind of verbal tennis that begins at our first encounter.

The PersonalBanker brand of wealth management focuses on helping our clients acquire and internalize the most effective, proven, yet not-so-widely-used financial approaches to generating cashflow that leads to the ultimate time-freedom.

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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

Start Shifting Your Financial Paradigms with
the PersonalBanker Wealth Blueprint

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 money. We are taxed toady, tomorrow and eventually even when wealth is…

Read More

CASH
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 deductible…

Read More

INVESTMENT
Management

HowMany 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…

Read More

RISK
Management

Protecting Your Legacy

Our Motto is “Minimize Risk & Taxes and Maximize Growth & Cash Flow.” Managing Risk involves not only protecting yourself from Cashflow Interrupters™ such as death, disability or job loss. It also encompasses protecting your assets from tax…

Read More

Start Shifting Your Financial Paradigms with the PersonalBanker Wealth Blueprint

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 money. We are taxed toady, tomorrow and eventually even when wealth is…

Read More

CASH
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 deductible…

Read More

INVESTMENT
Management

HowMany 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…

Read More

RISK
Management

Protecting Your Legacy

Our Motto is “Minimize Risk & Taxes and Maximize Growth & Cash Flow.” Managing Risk involves not only protecting yourself from Cashflow Interrupters™ such as death, disability or job loss. It also encompasses protecting your assets from tax…

Read More