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Are You Interested in a High Cash Value Policy & Live in Canada?
While IBC Global is based in the United States, we still want to help as many people as possible! We found a trusted group of agents in Canada with the same focus on educational transparency and maximizing your cash value. Set up a call or request more information by clicking the button below!
Agents
Alberta
Donovon Coates
My wife of 28 years and I started out with $25 a month toward our own two children in our early 20’s, that’s all that we had available. My goal is to help others that are presently in my former position to learn and grow for themselves and for their future. As a fire fighter I learned the value of teamwork and how to mitigate real risk. As foster parents I learned the value of family. We have been were most people are starting, with nothing or less than nothing when student debt and credit cards are added to the equation. After many years of “hard work” we have done well for ourselves but our journey would have been so much easier if we had learned how to make a long lasting legacy earlier. I am here to help educate others the process of making a long lasting legacy change in your own family as we are doing in ours. Too many families are being left behind. We are the first of our families that are building a legacy and planning change so that none of our future will be middle class anymore. Be the change in your family. Let’s grow together.
Glen Griffiths
Glen has been an advisor for 20 years. He has helped hundreds of Canadians improve their lives with better options.
Dave Otto
Dave is an authority in financial security planning, insurance, wealth accumulation, education savings, retirement savings, retirement income, investment strategies, tax, wealth transfer, and estate planning. CFP, CLU, CH.F.C., EPC
Will Moran
Will is the founder, and president, of Moran Financial Inc., Wealth Economics and for the past 25 years, has helped Individuals and Business Owners with personal and business finances. While Will does most of his business in Alberta, he grew up on his family farm near Petrolia, Ontario, and was a Police Officer for 2 years before attending the University of Western Ontario, and later the University of Alberta to receive a master’s degree in Socioeconomics. Over the past 20 years, Will has been a speaker and motivator in Canada and the US.
British Columbia
Mike Sidhu
Currently in his 26th year in the finance industry, Michael Sidhu holds certifications as a Certified Financial Planner, Financial Management Advisor, and a Registered Critical Illness Specialist. Since 2007, Michael’s practical & tactical focus has been in the areas of corporate and business succession planning, intergenerational wealth transfers, trusts, tax-focused financial planning strategies for high income professionals, business owners and real estate investors. He also collaborates with other specialists in the areas of investments, benefits, precious metals and bullion, and global capital transactions. His practice is focused on increasing client’s financial intelligence and helping them shift their mindset towards their economic potential by controlling more of their earned and unearned income, with a sharp focus on values of critical thinking. His prior experience in residential and commercial lending and underwriting helps him understand the value leveraging brings to creating wealth. He is a published author in the field of property rights and political theory, a guests on podcasts, a guest blogger, speaker. He lives and works in Victoria and Vancouver, but also consults with advisors across Canada.
Allan Johnson
Allan is currently a Licensed Level II Life Insurance Agent in B.C. and has been in the financial business since 1995 as an Independent Advisor and Insurance Agent. In the fall of 2012, Allan launched his career and business in a different direction. At the time, Allan and his wife Anita changed the way they looked at investing, the function of banking, the cost of borrowing, risk management and the importance of protecting everything everyone works so hard for. Allan now spends his summers on his 1996 Harley or his 2005 Corvette or on Christina Lake on his Pontoon Boat. Mixing both work and play at the same time. Allan is also the co-author of “The Money Team” “If you don’t have control of your cashflow, someone else does.”
Saskatchawan
Wayne Durksen
Since 1983 it has been my privilege to have clients entrust their insurance and financial needs to me. I help people own, control and secure their lives and future.
Ontario
Scott Cordier
Years ago, I read that “the majority of the wealth in this world is held by the few”. The question you must ask yourself is, since we know this to be true, why do we manage our money like the majority? This resonated with me, and since then, I have searched for a solution. Current financial planning wisdom says we should save 10% (if lucky) and flush the other 90% down the drain; this has us focused on the wrong part of the equation. Questioning this conventional wisdom, we need to ask ourselves, why are we focused on trying to grow the 10% when the rich focus on how to make money from the other 90%. I knew that I had a moral responsibility to inform and educate the majority.
Donald Turnbull
At Donald G Turnbull Financial Services, we take a very unique approach to the financial business in that, “We help people FIND MONEY they are currently losing unknowingly and unnecessarily.” We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winners. By helping our clients be more efficient, we can help them find the money necessary to “Fund their Dreams.” Wealth Advisor with 41 years of experience helping people with their finances!
Mary Chow Ivanovic
Mary has been in the financial industry for over a decade working with individuals, professionals and business owners. A professional accountant by trade, Mary realized there had to be a better approach to dealing with the increasingly complex world of personal finance than current prevailing practices. In her continuous quest for knowledge, Mary discovered an efficient strategy for taking control of one’s finances and creating wealth in a safe and secure way. Inspired by her father, a well-respected banker, entrepreneur and an educator, Mary is committed to sharing principles of this strategy, along with other proven strategies, with her clients in their pursuit of financial independence.
Eric Arruda
My vision is to unify clients Investments, Taxes, Business Growth, and most importantly legacy planning into one unified plan and make more business owners.
Hayden Padalino
My name is Hayden Padalino and I am a licensed life insurance advisor. My goal is to educate people about finances so they can maximize the use of their hard earned money. In my spare time I enjoy watching sports like hockey, soccer, football and spending time with friends, family and my dogs.
Kathleen van der Berg
Kathleen prides herself in helping clients create phenomenal wealth and has a lot of fun doing it. Unlike most other financial planners, she includes real estate strategies in clients’ wealth building plans. Kathleen together with her husband own 17 doors, most of which are purpose built legal secondary suites – her specialty. Kathleen specializes in using permanent cash value whole life insurance to create significantly greater wealth in retirement, but also allowing for policies to create a resource to be used in a client’s wealth building years for opportunities such as income properties, stock trading, private mortgages, and other opportunities.
Manitoba
Thomas Renic
Throughout my 25-year career as a financial educator, one thing has remained constant — blind faith in conventional financial thinking can be costly.
Quebec
Eric Roy
Since 2003, Eric has provided his clients with valuable advice with insurance planning. Eric also obtained his CFP designation in 2005 and is licensed across the country for both insurance and exempt market. He is passionate about helping his clients make informed decisions about their finances with full transparency.
Nova Scotia
Steve MacLellan
I specialize in working with professionals who want to take their financial lives to the next level. I love helping those who help others and want to focus their time and energy on their family, career and community. My name is Steve MacLellan, I’m the Financial Engineer. Each person and family I help contributes to better, stronger, and more prosperous communities. The ability to raise our children in great communities where they can grow and add to our prosperity. I help business owners and leaders by designing a value based holistic financial plan based on what they want, not based on products. I help clients design a plan to balance living a life for today and a life for tomorrow. Invest Efficiently, Protect Your Income, Reduce Tax, Eliminate Debt and Increase Success. Design Your Future Financial.
Mike Ross
Mike’s approach with his clients is to focus on the holistic picture to help them reach their full financial potential. Cash flow and debt strategies are a big part of his business along with showing clients how to take more control over their financial lives rather than focusing on traditional financial planning methods. An important part of helping clients build a solid foundation is to show them strategies around controlling their finances with more liquidity, use, and control over their money to take advantage of opportunities as they arise and at the same time staying away from toxic debt.