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
Our Mission is to Empower Canadians to embrace and experience their life’s purpose with Finance.

Our Vision

Financial Re-education for the 98%
Shifting 98% of Canada’s middle class from the first stages of Wealth ie Survival, Stability & Security to Financial Success or Significance!

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 .

LET US HELP YOU GET STARTED!

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