Our mission is to build even better and stronger communities by offering unbiased, value based financial planning, one person at a time.
This is what we do and our alliances we formed with other professionals and top-rated firms to help accomplish this mission.
Our Alliances
We recognize that each individual, family, and business needs are unique. There are 3 phases in a business and in life:
- The Starting Stage
- The Growing Stage
- Established Stage
Planning for business owners is very different than planning for employees. Planning for those who want to grow their income is also very different for those that want to protect their income.
To meet each phase, we have structured our programs and services to provide clarity, simplicity, and certainty. We have also taken the time to form alliances with only the best companies and experts with proven success and track records.
Investing Plans: Invest for Your Success
At Design Your Future, we are not investment managers. Being independent, we have formed relationships with carefully selected investment firms and experts to give you access to professionally managed, low fee investments so you can sleep at night and focus on what's truly important. We also believe in full transparency, another example that separates us from the crowd.
Review our Advisor Disclosure and Privacy Policy that includes our Letter of Engagement.
Examples of companies we have selected include:
BANKING & INVESTMENTS
GROUP INSURANCE & PENSIONS
CRITICAL ILLNESS & DISABILITY
INDIVIDUAL LIFE INSURANCE
Want to make even more of an impact? Ask about Impact Investing and other options.
Money Mindset and Protection Plans
Leave a Legacy
What would happen if an accident happened or if life was cut short? We help clients ensure that their loved ones are their biggest beneficiaries, not the government or bank. Includes risk assessment, income protection, life insurance, wills, audits, and estate planning. What do you want to be known for?
Money Mindset
It's the elephant in the room. Sometimes it's a big elephant! The elephant is often money, I would even say success. That will all change! Take the first steps to increase your relationship with money, create a cashflow system that finds money that's falling through the cracks, and conquer any and all debt!
Group Benefits and Health Plans
Ensure you and your team are taken care of while attracting and keeping the best talent.
We are aligned with experts that offer the perfect mixture of HSA, group benefits, risk management, and consulting services based on your vision, values and goals.
Infinite Banking Concept: Become Your Own Bank
If you were unknowingly and unnecessarily losing thousands of dollars year after year after year, when would you want to know about it? And, when would you want to fix it?
This is a lifestyle where you utilize your capital for other things & still earn compound interest (the 8th wonder of the world) - tax free!
We are an authorized Infinite Banking Practitioner and proud member of IBCanada Group.
Our Most Popular Plan: The 'Design Your Future Plan'
This is for the successful that want to become even more successful. You are the driver of your financial vehicle. We are your GPS to get you to where you want to go faster and easier. Includes all of the above plans, plus your custom Design Your Future Report, financial calculators, coaching and much more.
"If your Financial Planner is not offering a commission back guarantee as part of their service, ask them "Why Not?"... or simply call The Financial Engineer." - Steve MacLellan, P.Eng
Speak with me directly about Designing An Even Better Financial Future.
