Home · Meet The Team
A small team with one clear mission.
Help individuals, families, and investors stop financing other people’s wealth, and start building their own.
10+
Years in practice
100%
Authorized IBC
Canada
Clients served
1:1
Personal calls only
We teach people to think like bankers.
Most people go their entire lives never knowing there is a third way to handle money. Not saving until it drains. Not borrowing until it costs. A process where capital grows uninterrupted across generations and is still accessible when life demands it.
That is what this practice exists to teach. Not a product. Not a sales pitch. A different way of thinking about how money moves, one that puts compound growth in your hands instead of a bank’s.
We are an authorized practice of the Nelson Nash Institute, founded by the creator of the Infinite Banking Concept. Every strategy we implement follows the methodology as it was designed, not approximations of it.
Most people are never shown this. We make it our mission to teach Canadians to think like a banker.
The people you will actually work with.
JinJin Fung
JinJin grew up in China being taught to save, save, save, keep it in the bank, never touch it. It was good advice. It was not the best advice. After discovering the Infinite Banking Concept and training directly with the Nelson Nash Institute, she became one of a select group of Authorized Practitioners in Canada.
She uses this system herself – 32 policies and counting. She has helped hundreds of individuals, families, and real estate investors across Canada implement the same process, the one most people are never shown.
- Authorized Practitioner, Nelson Nash Institute
- Specialist in whole life policy design for cash value optimization
- Works with savers, families, and real estate investors across Canada
- Licensed with established Canadian financial institutions
Sarah Leung
She coordinates onboarding, manages ongoing client relationships, and ensures the process runs smoothly from the first call to the final policy setup and beyond.
- Client onboarding and relationship management
- Policy setup coordination and timeline management
- Ongoing support for active clients
- Available Monday to Friday, 9am – 5pm PT
To help every client stop being a consumer of the banking system, and become its owner.
We believe that financial education is the most underprovided service in the world. Not because the information does not exist, but because the people who benefit most from you not knowing it are the ones controlling how money is taught. Our mission is to change that, one client at a time.
A process you can follow step by step.
No mystery. No pressure. Here is exactly how an engagement unfolds, from the first call to a policy that compounds for the rest of your life.
1
Honest assessment
2
Education before product
3
Build your system
Find out if this fits your situation.
A free 30-minute call. No pitch, just an honest look at whether this makes sense for you right now.
No obligation · 30 minutes · Available across Canada