What They Never Taught Us About Money 

A WEBINAR FOR CANADIANS SEEKING TO UNDERSTAND THEIR OPTIONS INSIDE THE CANADIAN FINANCIAL SYSTEM TO GROW & PROTECT THEIR WEALTH

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Are You Asking Yourself the Right Questions?

 

Is your money actually working for you? If your money sat untouched for the last five years, did it grow and by how much, or did inflation quietly eat it?

 

Do you understand how Canada taxes you? Do you know how your investment vehicles are taxed on the way in, the way out, or both?

 

Do you have a plan for your small business? How much purchasing power are your retained earnings losing every year they stay sitting in an operating account?

 

Are your family's protection strategies built for the unexpected? If the primary income earner in your household died this year, what is your family's actual plan for the next 10 years?

 

Do you know all your options in Canada? Do you know what you don't know? Because it's unlikely your bank advisor has filled you in on what exists outside the traditional banking system.

 

What are you leaving behind? If you own a business or have built any kind of wealth, is there a plan in place for that transfer of wealth?

 

Here's what you're going to hear more about in this webinar.

1. How the financial system actually works

Because you can't win the game if you don't know the rules

2. Professional money managers

Learn about how working with professional money managers can actually save you money.

3. Permanent tax shelters

Learn more about the product that combines the best of both worlds in insurance and investments to give you additional tax free investment options.

4. Your financial independence number

Learn the importance of knowing your financial independence number, and how it prepares you properly with a path to retirement so you don't have to worry about running out of money.

5. Plans for kids

Kids can't open TFSAs until they're 18 years old. Learn about another option that exists outside the RESP model.

Most Canadians are doing everything right. They're working hard, paying their bills, putting a little away, and trusting that the system will take care of the rest. The problem is that the system was never designed to take care of you, it was designed to take care of itself. The banks profit from your savings. The CRA takes a cut you never agreed to. And the strategies that actually build and protect wealth in this country? They're available to everyone. They're just never advertised.

 

Sarah and Rob didn't learn this stuff growing up. They learned it the hard way! Through businesses that failed, income that disappeared, and moments where the financial plan they thought they had turned out to be no plan at all. What they know now, they wish someone had told them twenty years ago. That's why they're hosting this call. To show you what the system never bothered to explain.

YOUR HOSTS

Rob & Sarah Swain

 

Married for 13 years, together for 16, Sarah and Rob have more than a few life lessons under their belt together. The biggest one? Finances. They know what's it's like to win big, and they know what it's like to lose big. Their polarizing experiences made one thing clear to them - they needed to learn the money game. So they did. Now licensed as financial brokers, this husband and wife team are growing an empire by helping Canadians learn the ropes of the financial system, and building more financial resilience across the country one home and one small business at a time. With a team of over 30 agents in training, and 10 licensed brokers in the field, this power couple is on a mission.

A little backstory....

Sarah quit her corporate gig in 2017 and went all in on entrepreneurship. She learned quickly she had a real skill for generating revenue - a skill most entrepreneurs take years to refine. Making money was never the problem. Making the right decisions with the money that came in? Dang. HOT BUTTON. One day in early 2024, Sarah was ranting about the government on her Instagram, as she does. The topic? Taxes.  After a couple of monster years of revenue, she was learning the hard way what a lack of financial strategy meant. Thankfully, a licensed financial broker had been tuning in for her political hot takes and reached out to support. It was then that Sarah learned was a permanent tax shelter was. It. Changed. Everything. Combine that with her love and fascination of precious metals, and the veil of the financial system was ripped off. Ouff. Another awakening.

Rob on the other hand, is the Steady Eddy of the relationship. The yin to Sarah's yang. The grounding calm (and stable income) that anchored their relationship during the throes of entrepreneurship. Rob and Sarah, though perfectly matched with very complementary energies and skill sets, couldn't be more aligned when it came to the importance of  one critical thing. Security. The feeling of knowing you're ready for anything. Rob, an avid hunter and outdoor survival instructor, and Sarah the business master and 30-garden-bed-food-grower. As a couple, they're ready for anything from zombie apocalypses to wildfires.  So not feeling like they had stable footing financially speaking, was a huge reason they locked in on financial education - together. Now? They're ready for economic instability, too. Learning about the financial system blew their minds, and made them both realize just many people needed this kind of help.

We hope you join Sarah & Rob for this information session, compete with clarity on how to take action for yourself, your family and your small business, too.

What They Never Taught Us About Money with Rob & Sarah Swain

Webinar will be recorded, but it's always best to be there live!

Register Below!

Disclaimer: The content presented in this webinar is intended for general educational purposes only and should not be considered individualized financial, investment, or tax advice. No specific outcomes or returns are guaranteed. Any financial strategies discussed should be evaluated with a licensed financial professional after the webinar who can assess your personal needs and goals.