Our mission is to help young professionals and their families unlock their financial potential by building strong financial foundations one Infinite Banking policy at a time.
Our vision is to see every Calgarian, Albertan, and Canadian build wealth safely, successfully, and consistently for generations to come while overcoming a mountain of debt in Canada with Infinite Banking.
We recognize that it isn't enough for a financial advisor to only facilitate a financial plan and products. In order to make the most of their finances, our clients also needed to take control of their learning. We were founded in 2016 as a place to come and think differently about financial issues. You will be met with a new (old) way of thinking about money through our educational programs, where acts are no wiser than thoughts, and thoughts are no wiser than understanding.
Our founder, Ashley Lalonde, worked in the financial industry for 5 years before dedicating another 2 years to discover the best practice for building a strong financial foundation.
She took what she learned from top advisors across Canada and the US and put their strategies to the test. Only one allowed her to experience first hand the power of compound interest, and peace of mind that comes with having a reliable system for savings and growth in place.
Based in Calgary, we partnered with Four Eight Financial to operate throughout Saskatchewan and Alberta. As a start-up, we were made possible by using The Infinite Banking Strategy as an alternative to financing through a bank.
Founder, The Wise Banker