TERMS & CONDITIONS

THE WISE BANKER

The Wise Banker, its owners and financial advisors are not investment advisors and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. The Wise Banker does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will The Wise Banker be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained.  The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which our Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale.  Details are available on request. By using this website, you accept our terms of use and privacy policy. Copyright 2017 The Wise Banker.

AFFILIATED BUSINESS PARTNERS

The Affiliated Business Partners offer these services through their own companies, licensing, structures and arrangements and are solely responsible for any and all business they conduct with any referred client. The Wise Banker is not responsible for any of these products or services and makes no claim regarding these affiliated businesses. The Wise Banker does not guarantee, warranty, or otherwise bare any responsibility for the affiliated business partners and any business they conduct.

THE INFINITE BANKING CONCEPT®

The Infinite Banking Concept® is a registered trademark of Infinite Banking Concepts, LLC. Ashley Lalonde is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC.

ADVISOR DISCLOSURE

I, Ashley Lalonde am licensed as a life insurance agent in the province of Alberta, Canada.

COMPANIES I AM CONTRACTED WITH

I currently hold broker contracts with following insurance companies:
  1. Industrial Alliance
  2. Equitable Life Of Canada
  3. Manulife Financial

RELATIONSHIP WITH COMPANIES I AM CONTRACTED WITH

No insurance company holds an ownership interest in my business, nor do I hold an interest in any insurance company.

COMPENSATION

If you choose to purchase a financial product through me, I will be paid a sales commission from the company that provides the product.  I may receive a renewal (or service) commission if you keep your financial products for years to come.  I may also be eligible for additional compensation, such as bonuses, or non-monetary benefits, such as travel incentives, depending on various factors such as the volume or persistency of business that I place during a given time period.  While I am paid commissions by Insurance Companies, no Insurance Company holds an interest in my business.  Your financial objectives are my first priority.

CONFLICT OF INTEREST

I take the potential of a conflict of interest seriously. I will notify you if there is a conflict of interest of which I become aware in regards to my recommendations to you.  My overall recommendations will be based on my analysis of your financial security needs.

MORE INFORMATION

Should you require additional information about my qualifications or the nature of my business relationships, I would be pleased to assist you.  My contact information can be found below.
My Contact Information:
Ashley Lalonde
#301 1615 10th Ave SW, Calgary, Alberta
ashley@thewisebanker.com
  • EMAIL US

    info@thewisebanker.com

DEVELOPING FINANCIAL INTELLIGENCE

The Wise Banker is devoted to bringing awareness and understanding to Infinite Banking and helping you unlock your financial potential.

© 2020 The Wise Banker. All rights reserved.
  • EMAIL US

    info@thewisebanker.com

DEVELOPING FINANCIAL INTELLIGENCE

The Wise Banker is devoted to bringing awareness and understanding to Infinite Banking and helping you unlock your financial potential.

© 2020 The Wise Banker. All rights reserved.