WELCOME TO
Canadian Financial Education That Just Makes Sense.
Everything you need all in one place using M Branch Financial's network of financial professionals, I have your back every step of the way.
WHAT DO WE HELP WITH?
Protecting and Preserving Your Wealth.
I specialize in a variety of different insurance products and advising on protecting individuals, families and companies. I will work with you to establish the proper product for you then align you with the right company.
Term Life Insurance
Permanent Life Insurance
Accident and Sickness Insurance
Critical Illness Insurance
Company Group Benefits
Segregated Funds (TFSA, FHSA, ETC)
WHY WORK WITH ME?
As a broker, I have the advantage of not being tied to one single company. I will provide you the best product to suit your specific financial situation. You can find the list of companies I am associated with by scrolling down.
MY CLIENT PROCESS
Consulting, Coaching and Connecting.
My complimentary Clarity Calls are to help address my clients various needs. Most people don't really know where to start and thats where I help. I am most known for helping clients manage their cash flow in their businesses in a more efficient manner using the guarantees of insurance products.
Infinite Banking in Canada
Yes it's possible.
Being an Authorized Infinite Banking Practitioner with the Nelson Nash Institute, I have gone through the necessary training and certification to help coach and setup individuals in Canada with a unique financial strategy that allows Canadian's to build tax-advantaged wealth within specially designed life insurance policies. This strategy allows you to take control of the banking function of your life, embracing two financial concepts I talk to clients about frequently. Pay yourself first and understanding how to leverage your wealth. This strategy empowers families to take full control of their financial situation and dives deep into how the financial system is setup to keep us in debt to the major banking institutions.
CLIENT TESTIMONIALS
"The best advertising you can have is a loyal customer spreading the word about how incredible your business is."
Shep Hyken
Richard
Ontario
"Matt was a great help to further my understanding of the infinite banking concept. He taught me the best way to structure my whole life policy and maximize it's efficiency. I'm extremely grateful for him and what he taught me!"
Adam
British Columbia
"With his excitement and enthusiasm Matt convinced me that whole life insurance is effective tool for building wealth. I've started my journey and am excited to see where this leads!"
Randy
Alberta
"Thanks to Matt and his team. We have started down this life insurance policy adventure. From what they’ve shown us so far it seems like the way to grow money. Can’t wait to pay off our house and get rid of our debt. Thanks, Matt you rock!!"
Luke and Jenna
Ontario
"Matt and Liz helped us easily understand how to leverage a life insurance policy. Now we have life insurance, and we still have access to our money to be able to use for other investments, While our money is still growing in the policy. We are happy with our decision and highly recommend you talk to Matt to learn more about it!"
Scope My Services
Coaching
We will coach you 1 on 1 on an ongoing basis to insure you feel 100% satisfied with the plan we put in place.
Consulting
We provide complimentary reviews to insure working with us is a good fit.
Advisory
We give you tailored advise to suit your specific needs, leading with education for the client.
Educational Videos
Ongoing educational video's breaking down the financial concepts we practice.
Certified
Whether working with us directly or being referred to our group of specialists. We only work with licensed professionals.
M Branch Financial's Affiliations
I help you get aligned with the company that suites your financial objectives.
