About Us
Independent advisors committed to protecting your assets and helping you build lasting wealth with trusted guidance.
Who we are
At Safe Pacific, we craft personalized financial plans for success-driven Canadians, empowering them to use life insurance as a strategic financial tool. By protecting their greatest assets and helping them achieve lasting financial security, we give our clients peace of mind. We always act in their best interest—because their success is our mission, and their trust is why we love what we do.
The Safe Pacific Team
Safe Pacific’s dedicated, independent team of experts puts clients first, offering trusted, personalized financial guidance.
Check out our latest insights
Thoughts and insights, updated weekly.
The Core Principles of the Infinite Banking Concept (IBC): A Canadian Perspective
Managing your finances in today’s world means more than just saving money—it’s about creating a system that gives you control over your wealth, both now...
The Rockefeller Strategy: How Whole Life Insurance Creates Generational Wealth in Canada
When people hear the name Rockefeller, they immediately think of massive, enduring wealth. Founded in 1870 by John D. Rockefeller, Standard Oil built one of...
Why Get an Infinite Banking Whole Life Policy for Your Kids?
Why Get an Infinite Banking Whole Life Policy for Your Kids? At Safe Pacific, we’re often asked by both parents and grandparents: “Why would I...
What is the Million Dollar Baby Plan and how does it work for Canadians
What is the Million Dollar Baby Plan and how does it work for Canadians? What if you could set up a secure, tax-free financial foundation...
Why Life Insurance is Essential for Business Owners
If you’re a business owner or a high-income incorporated professional, you know that managing risk and building financial stability are essential to your success. Life...
Episode 5 of the Infinite Banking Concept Series - Leaving a Legacy
Welcome to the fifth and final blog in our comprehensive series about the Infinite Banking Concept in Canada. Throughout these four previous blogs we’ve talked about...
Episode 3 of the Infinite Banking Concept Series - How Policy Loans work and what is the Adjusted Cost Basis?
Let’s look at a Whole Life Insurance Policy Illustration that's correctly set up for the Infinite Banking Concept. In this illustration with a Canadian life...
What is the Immediate Financing Arrangement?
Who is this for? We tell everyone that they shouldn’t set this up unless they want and need life insurance. If you have someone you...
Infinite Banking is a scam!
Is Infinite Banking as good as everyone says it is or are they scamming you? We’ll answer that today.
Should you Invest using Dollar Cost Averaging (DCA) or a Lump Sum?
So, what investment strategy is going to you the most money, dollar cost-averaging or a lump sum investment? I can’t see the future but based...
The Ten Commandments of Whole Life Insurance in Canada
Today's blog post is a reaction to this great article titled “The Ten Commandments of Whole Life Insurance”. Something that we like about this article...
The Waterfall Concept using Life Insurance (in Canada)
The “Rockefeller” Method, or the Waterfall Concept. One of the main things we have to preface this with is that in the United States, this...
Let's Get Social
See more about life at Safe Pacific and watch our myriad videos on Instagram and Youtube.
If you are a Safe Pacific client with a Sun Life participating policy, this is an important update to be aware of.
Sun Life has announced that it is maintaining the 2026–2027 dividend scale, effective April 1, 2026, including the 6.25 percent dividend scale interest rate. Special dividends for eligible pre-2004 and pre-1996 policies are also being maintained.
This update reflects the ongoing strength and prudent management of the Sun Life Participating Account. As always, remember that the dividend scale interest rate is not the return on your policy, dividends are not guaranteed, and future performance should be illustrated conservatively.
Want to read the full update from Sun Life? Comment "PAR" below and we will send you the link.
Merry Christmas and Happy Holidays!
We hope whatever you are celebrating that you are with your family since we are with ours, and will be out of the office until January 5th.
But you can still book a meeting in the new year on the website, just comment "meeting" and we will send you the link.
Thank you to everyone that was able to join us last night, we hope you all had a great time, we did.
We are looking forward to another great year working alongside you all.
Merry Christmas and Happy Holidays.
It`s the season for giving and Backpack Buddies needs our help so they can feed children of BC. As little as $25 feeds a child for a weekend.
Comment "Donate" to give what you can.
If you`re more of a listener when it comes to books, then we have you covered.
Our new book, the Wealth Multiplier is now available on audible.
Comment "book" to start listening today!
The Wealth Multiplier, which we released earlier this year physically and on kindle is now available as an audiobook!
Comment "Book" to start listening today!
We are fundraising for Backpack Buddies once again to help feed children across BC.
You can help by donating any amount but $25 will feed a child for a whole weekend.
Comment "Donate" and we will send you the link.
We had such a great time at @sensesconcert this past Saturday, a wonderful event where we had the opportunity to share our new book with new people and enjoy a wonderful orchestra!
We are off today, taking a day to reflect on and remember those who have served, and continue to serve our country during times of war, conflict and peace since World War 1.
We hope you do the same today.
See you tomorrow.
Happy Thanksgiving!
We`re out of the office today but we`ll be back bright and early tomorrow morning.
But you can still book a meeting by commenting "Meeting"
🎉 Our very own Advisor Jordan McConkey married his wife Sarina this past weekend.
We`re so excited for them, we look forward to seeing them grow together. Congratulations you two!🎉
Thank you @advocisvancouver for providing tickets to today Canadians Game! Safe Pacific had a blast.
Contact us
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