Change Your Thoughts. Watch Wealth Change.


Change Your Thoughts. Watch Wealth Change.

Thinking Differently About Your Financial Habits

We’re breaking the mold, when it comes to how Financial Services is delivered to the average person. At PersonalBanker, we’re on a mission to empower Canadians to live more rewarding lives, fueled by a better understanding of finance.


The decision to change your life for the better is admirable, but to achieve it, discipline is required and sacrifices must be made.

You get what you pay for. And in the case of improving your financial life, it couldn’t be more true. When it comes to financial results, what you know or don’t know can have direct and significant impact.
The truth is that most Canadians rely upon “traditional” financial thinking. And as the saying goes, “As a man thinketh, so is he.” That’s why the mission of PersonalBanker is so important. In order to achieve lasting financial change, the old ways that aren’t effective must be sacrificed. We’re not only here to help you make the journey make the journey to intergenerational wealth and financial Significance, we’re committed to helping you arrive there early to enhance your quality of life.

THE KEYS TO PersonalBanker

At PersonalBanker, we teach key concepts to our clients as we move through the 5 Stages of Wealth.

Along the way, we shatter some deeply held myths, and introduce new, sound, proven ideas and solutions. 

Our clients are members of a family more than clients. We are absolutely dedicated to our clients financial success. For the PersonalBanker team, our desire for you is that you experience Total Wealth – that is the possession of Wealth of Knowledge as well as Financial.