Anthony is a fiduciary financial advisor with his years of experience as a leader in many sectors, including the financial industry and major airlines, this has given him a global perspective on the need to help educate people on the different financial strategies available to them.
From a young age, Anthony enjoyed travelling. He was fasc
Anthony is a fiduciary financial advisor with his years of experience as a leader in many sectors, including the financial industry and major airlines, this has given him a global perspective on the need to help educate people on the different financial strategies available to them.
From a young age, Anthony enjoyed travelling. He was fascinated by the many cultures he encountered. He had a love for airplanes which later inspired him to pursue and attain a pilot’s license at the age of 19. He later joined the airlines where he filled a number of positions from ticket agent to president of the flight attendant association. This exposure allowed him to learn and build from his experiences.
The financial industry appealed to Anthony because of his desire to help people. He believes in empowering his clients by showing them how money works. He informs them in finding better investment options by breaking down the financial process so that they can understand and feel more confident in taking financial decisions. His specialties include retirement planning, tax-efficient investments, wealth building and estate preservation. Based in Quebec, servicing clients in Quebec and Ontario.
With close to a decade of experience in the financial services industry, he has been recognized as being the Top Financial Advisor in Canada, at his previous firm, in 2018, 2019, 2020 and 2021.
Today, with Infinite Financial Solution, an independent financial education and investment firm, he works on building families’ wealth through well-kept secret strategies of the industry. His main clients are professionals, business owners and real estate investors.
Cell: 514.292.2687
Email: anthony@controlyourwealth.ca
In 1997, my journey into the world of financial wisdom ignited when I read Robert Kiyosaki’s groundbreaking books, “Rich Dad Poor Dad” and “Cashflow Quadrant.” These literary gems awakened a burning desire within me to master the art of building and selling businesses. Thus, my career as a Business Intelligence Specialist was born after s
In 1997, my journey into the world of financial wisdom ignited when I read Robert Kiyosaki’s groundbreaking books, “Rich Dad Poor Dad” and “Cashflow Quadrant.” These literary gems awakened a burning desire within me to master the art of building and selling businesses. Thus, my career as a Business Intelligence Specialist was born after studying Biochemistry at university.
After venturing into multiple business endeavors, I felt compelled to share the profound principles I had learned from Kiyosaki’s teachings. In 2010, I embarked on a new path as a financial security advisor and educator. Simultaneously, I was at the helm of a VIP Service company in the vibrant city of Montreal.
It swiftly became apparent to me that conventional financial institutions and banks were unwittingly leaving families behind. They failed to impart the vital knowledge of how taxes, fees, stock market volatility, and our daily expenses can wield a profound impact on the growth of one’s assets and retirement. Families are bearing the burden of substantial tax payments each year as they earn, spend, invest, and pass on their assets to the next generation. The traditional counsel of homeownership, swift mortgage repayment, and buy a diversified mutual funds in RRSPs for retirement planning are fundamentally flawed. I knew there had to be a superior approach to saving and investing
In 2017, my quest led me to discover the advice and “advanced” strategies typically reserved for the elite. Questions began to surface: “Why do banks, corporations, and affluent families embrace permanent life insurance with such enthusiasm, especially when ample capital is at their disposal? What do they comprehend that eludes the average investor?”
These queries piqued my curiosity, leading me to the enlightening pages of Nelson Nash’s “Becoming Your Own Banker” and the Infinite Banking Concept, along with Garrett Gunderson’s “What Would The Rockefeller Do”. By emulating the practices of the wealthy, major corporations, and banks in deploying their capital, I achieved greater efficiency in growing my clients’ wealth and securing their legacies.
While many financial advisors concentrate solely on wealth accumulation, my approach is distinct. I begin with the end in mind, guiding clients toward the most tax-efficient income during retirement. I educate them on the art of recapturing the interest paid throughout their lifetimes, all while meticulously preparing for the seamless transfer of their estates to the next generation.
Since my discovery of the Infinite Banking Concept, I’ve found immense satisfaction in providing the RIGHT financial education to professionals, business owners, and real estate investors. I reveal the secrets of maximizing wealth and crafting enduring legacies through a strategy that has long been the industry’s best-kept secret.
I invite you to embark on this transformative journey with me. Let’s explore how the Infinite Banking Concept can generate generational wealth for you and your family. Connect with me today, and let’s embark on a journey toward financial empowerment and prosperity. Book a discovery call, and together, we’ll unlock the door to a brighter financial future.
Cell: 514.804.0417
Email: jay@controlyourwealth.ca
Farideh has been a financial security advisor since 2015 where she started her career with a well-established firm in Quebec.
As a former successful business owner in her native country of Iran, she immigrated to Montreal and furthered her education at HEC Montreal. She graduated with a Master’s degree in marketing and management.
She rea
Farideh has been a financial security advisor since 2015 where she started her career with a well-established firm in Quebec.
As a former successful business owner in her native country of Iran, she immigrated to Montreal and furthered her education at HEC Montreal. She graduated with a Master’s degree in marketing and management.
She realized as a new comer to Canada, the rules about money are different than what she was accustomed to. She wanted to provide financial education to her community and help them lay a better foundation for their families with the right information in a language they are more comfortable in.
After a few short years in the industry, she became a pillar and a trusted advisor by diligently servicing the needs of her community. She became one of the Top financial advisors in Montreal with her former firm.
Her passion is working with business owners and real estate investors in the province of Quebec and Ontario. This led her to realized how working with the concepts and strategies, that Infinite Financial Solution teaches, are a perfect match for her market.
Cell: 514.715.2494
Email: farideh@controlyourwealth.ca
Stéphanie arrived in Canada in January 2011 as a student. She came to Quebec to further her university studies, which she had begun in Cameroon in the field of business management. Three years later, she graduated from the Université du Québec à Rimouski with a Bachelor's degree in Business Administration, specializing in financial serv
Stéphanie arrived in Canada in January 2011 as a student. She came to Quebec to further her university studies, which she had begun in Cameroon in the field of business management. Three years later, she graduated from the Université du Québec à Rimouski with a Bachelor's degree in Business Administration, specializing in financial services.
During her studies, Stéphanie discovered the concept of personal finance and its essential principles, aimed at helping people build a strong and secure financial foundation. She quickly connected this knowledge to the fundamental reason for her move to Canada, not only for her family but also for many other new immigrants like her who aspired to improve their quality of life and secure a promising future for their children. They also sought to support their families back home.
Since then, Stéphanie has dedicated herself to helping the immigrant community in Canada to achieve financial freedom. She listens attentively, provides guidance, and offers tailored strategies based on individuals' personal or family goals and situations. For over a decade, she has accumulated a wealth of experience working with various financial institutions and advisory firms as a Financial Security Advisor, group savings representative, and broker.
Today, Stéphanie understands that well-thought-out financial solutions are the key to granting the desired financial independence to the many individuals she mentors here in Canada.
Let's connect!
Cell: 581.246.4812
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