Who are you? What is your profession/business?
Safe Pacific Financial Inc. is an independent brokerage, specializing in personal finance and estate planning for business owners in Canada. We serve incorporated professionals and business owners in BC, AB, ON and QC in a no pressure, no rush process with a distinct focus on long term relationships – we are not transactional. Our goal is to understand our clients’ goals, concerns, and philosophy on money to develop recommendations.

Our team of advisors are Laurent Munier (partner), Robert Trasolini (partner) and Jordan McConkey (associate), a marketing manager Michael, and two administration assistants – Jennifer and Megan. We service hundreds of Canadians across the country.

How long have you done that profession/business?
Safe Pacific Financial Inc. has been serving Canadian residents for 14 years.

What is your favorite service to offer?
Investment, tax-efficiencies, and estate planning for business owners. Eliminating tax-liabilities, while strategizing business and personal investment, retirement income, wealth transfer to the next generation, and efficient corporate structures.

Tell me about your connection to Metro Vancouver?
Robert and Laurent grew up in Vancouver and started Safe Pacific here 14 years ago. Networks include the Vancouver Club, BNI, Presidents Circle, Advocis Vancouver Chapter, CALU Canada, Million Dollar Round Table (Canada).

What is your favorite Metro Vancouver winter thing to do?
Sledding in North Vancouver; Skiing on Cypress and Grause Mountain.

What is your favorite Metro Vancouver Summer thing to do?
Beach volleyball (Jordan played professional volleyball before financial career); Hiking around Vancouver; Attending events around the city with our friends and clients.

How can someone get hold of you, email, phone number, social?
Jordan@safepacific.com; Meet with Us About Life Insurance, Vancouver |
Safe Pacific ; (604) 628-9610;
Safe Pacific Financial Inc. – YouTube