Mission & Vision

Our Mission & Vision

We’re your not-so-typical Financial Firm, with a not-so-typical approach. 
We start with Taxes & Focus on Creating Cashflow… it’s everything…

PersonalBanker Mission

Empowering Canada’s Middle Class
To Mission is to Empower Canadians to embrace and experience their life’s purpose with Finance

Our Vision

Financial Re-education for the Middle Class
Financial Success and Significance for  Canada’s middle class (98% of the population), by taking our members through the 5 Stages of Wealth .

PersonalBanker Mission

Empowering Canada’s Middle Class
To Mission is to Empower Canadians to embrace and experience their life’s purpose with Finance

Our Vision

Financial Re-education for the Middle Class
Financial Success and Significance for  Canada’s middle class (98% of the population), by taking our members through the 5 Stages of Wealth .

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