PersonalBanker
Canada.
Frequently Asked Questions
. Cash management
. Risk management
. Debt management
. Investment management
. Tax management
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.
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.
Frequently Asked Questions
Expert Solutions
General Question
All you need to know about PersonalBanker.
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Other Questions
The answers to our most common questions
First of all you must Register to join the proram. You can also Share your individual Referral Link or Join Affiliate Leads Campaigns to have leads automatically referred on your behalf.
Category: faq-other-question
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Yes, you must be 18 years or older. Must be eligible to work in Canada.
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It is free to become an Affialte Partner. Once registered you can make referrals and earn income. However to participate in our Automated Campaigns there is a minimim amount $2,500 to start. You can increase your campaign-fund by any dollar value above and beyond the minimum.
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There are various factors that influence the amount of income produced by an Affiliate. For example, it is based on amount of clients in pipeline, the number of services that each client uses and what type of services engaged.
For an idea of your earnings calculations, use our Affiliate Campaign Calculator.
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Affilaite Partners earn income every Monday based on sales made the previous week, otherwise earnings are paid the next business day subsequent.
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It is completely up to the Affiliate Partner. They decide the income they require, and as a result have the ability to refer as many or as little as they want.
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No. Only one Affiliate Partner Account is needed. Simply register and begin participation.
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Only in that if you register as a business we will require your business registration details to be confirmed by the appropriate paperwork.
Category: faq-other-question
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