Teaching everyday Canadians what the wealthy have been doing all along.
Helping families get out of debt, decrease their tax liability, protect their income and get their money working harder for them!
You’re not bad with money, you’ve just never been taught how the system actually works!
91% of Canadians are on track to retire at or below the poverty line and our experience and research suggested there are two main reasons for this:
Simply a lack of education and unfortunately, the majority of Canadians don’t have a basic understanding of how money and debt works.
A lack of access because historically, the best products and services have been reserved for the wealthiest of Canadians!
Here at Rise Financial, our primary focus is education on the simple financial strategies like, how you can get out of debt, protect your income and get your money working harder for you.
Once we figure out what you want and need we connect you with those products and services that have been reserved for the wealthiest of Canadians.
We provide solutions and strategies for:
INCOME & LIFE PROTECTION
DEBT & MORTGAGES
RETIREMENT PLANNING
BUILDING GENERATIONAL WEALTH
INVESTMENTS
Ever wonder why the rich keep getting richer yet the middle class keeps getting poorer?
Here at Rise Financial, we believe this is by design and unfortunately, the traditional financial system has left the middle class behind. Most financial companies will only work with clients of a high net worth because it’s less work and for more money for them.
Our agency is one of the fastest growing companies because we prioritize the hard working families and business owners that need this education and service the most.
The process is straight forward from here
Clarity & Direction Call
Book a free call with one of our Licensed Agents and we’ll talk about where you are now, what your goals are and the best course of action to get you there.
Financial Analysis
We break down the numbers needed for you to reach your goals: retirement, getting out of debt, investing.
The Roadmap
After that we build your financial strategy. This is the how, the how long, and the how much (which is a lost less than you’d think!)
Implementation
After documents are signed your roadmap runs on autopilot. The working relationship is never 'one and done.' There is on going care and annual reviews to make sure everything continues to work for you.
It’s truly so much simpler than we’re led to believe.
From the mouths of hard working Canadians just like you
“Being self-employed, with 4 kids of my own, I knew I needed a solid plan to set myself up for the future. I’m in my late twenties and Rebecca helped me develop a strategy in investments for both myself and my kids so that we can exceed $2mil by the time we’re ready to retire. And not with a massive 6 figure income either!”
— Cheryl, Hey Sunny Studio
“Working with Rebecca has been such a pleasure. Fast, efficient and easy to work with.”
— Renée
“Honestly working with Rebecca took so much anxiety and fear away that I had around money. It’s an incredibly vulnerable space to discuss money when you were raised in the 80s and 90s, it just wasn’t taught. I’m now in my early 40s and I felt safe discussing my areas of both success and debt. Rebecca wants everyone to succeed, there is no shame in debt, financial illiteracy or not starting your kids life insurance 15yrs sooner. She’s amazing and I so look forward to watching her grow in her role as well as watch myself grow.”
— Amanda
YOUR NEW FINANCIAL BROKER
Meet Rebecca!
Rebecca is a homeschooling mom of five from Vancouver Island who is passionate about helping families and business owners understand the financial strategies they don’t teach us in school.
Having been a restaurant owner for almost twenty years prior to becoming a licensed agent, she understands the struggles of raising a family and running a business in the Canadian economy.
Having gone from $250,000 in debt to earning over $300,000 in income in 18 months, her focus is helping to empower other Canadians through financial education and implementing the wealth building solutions available to all of us.
Hope is not a strategy.
Book a 30 min clarity call TODAY to get a compassionate look at what you need to do, to get to where you want to be and have peace of mind about your financial future.
Additional Resources
FREE!
Integrated Wealth
A financial workshop for everyday Canadians
FREE!
Monthly Budget Tracker
Free and the exact tool I used to help pay off $250k in debt.