do you want more stress free time for who and what you value most in life?
From college age to high net worth retirees, now more than ever, Canadians are embracing a purpose driven lifestyle and are looking to increase self-fulfillment while decreasing stress.
At The Wise Banker, we help you build rock solid financial foundations so you can breathe just a little bit easier knowing your financial needs are covered as you climb your ladder of success, however you define it.
Do you need life insurance? We’ve got you covered.
Do you need an emergency fund? We can help you with that.
Do you want to build wealth safely, successfully, and consistently? We have a way that doesn’t involve risking your savings.
With a focus on financial stewardship, our tax-forward strategies can help give you liquidity of your money when you need (or want) and with unstructured loan options so that you can do one thing different than you are right now: create a tailwind for everything you do in the financial world.
At a time when so many others are going into bank-owned debt to pay for things with large amounts of interest going away from their pocket, we’ll help you redirect that interest to an asset you own and control and recover the opportunity costs when spending money so that you can keep more of your hard earned income.
If you want more stress-free time for who and what you value most in life, we’ll teach you everything you need to know to make a difference in your world financially speaking so that you can do what you were born to do.
about the wise banker
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.
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 online learning centre, where acts are no wiser than thoughts, and thoughts are no wiser than understanding.
Infinite Banking is a matter of changing over who we are paying interest to, the bank or ourselves. Once this though process has begun there will be more stress free time for who and what you value most.
our unique approach to building wealth is based on our values
The nature of wisdom is excellence, creativity, and integrity. It is through excellence in the little things, creativity in our designs, and integrity in our work that we are bringing practical financial solutions to the issues of every day life.
The Wise Banker itself is the name and self-fulfilling prophesy of any man, woman, or child who intends to achieve financial freedom, die without debt, and leave a legacy while utilizing our strategies.
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