Wealth Without Bay Street EPISODE #103: Today on Wealth Without Baystreet, we have Justin Breen featuring on the Entrepreneurship series. Justin is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses around the world. He has won dozens of editing and writing awards and is an author of countless viral stories. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds t...
Feb 22, 2022•45 min
Wealth Without Bay Street EPISODE #102: Today on Wealth Without Baystreet, we have Dan McMullen featuring on the client series. Dan is a high school teacher in Markham, Ontario. He has been investing in real estate since 2019 and currently holds 3 properties in the portfolio. Student Rentals and Duplexes have been the main strategy thus far in his real estate holdings. In 2019 he was introduced to IBC and was given Nelson Nash’s book ‘Becoming Your Own Banker’ by his coach Peter Lount, who is al...
Feb 15, 2022•43 min
Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. She is a Family Enterprise Advisor, FEA, ...
Feb 08, 2022•45 min
EPISODE 100! Today is a milestone for all of us at Wealth Without Bay Street and Ascendant Financial. 100 podcast episodes released of the Wealth Without Bay Street. Thank you to all of our listeners who have journeyed with us and we hope that you have gotten value from our show as you walk on the path of Becoming Your Own Banker. In this episode, we talk about the taxation of policy loans in Canada. It is important to know your whole life insurance policy and how you can have a guaranteed loan ...
Feb 01, 2022•52 min
Episode 99. In this episode of Wealth Without Bay Street, we take a look into legends like Wayne Gretzky and what makes them great. Hard work, commitment and potential are some of the things we all have but it’s how we utilize them that sets us apart. Join us as we talk about how you can set and achieve your goals and dreams and how you can start your journey of greatness. IN THIS EPISODE, YOU WILL LEARN: 0:00 Introduction 1:39 Recognizing Potential 3:27 Talent vs. Hard Work 7:36 Surroundings an...
Jan 25, 2022•31 min
This week’s episode in the entrepreneurship series features Jeffrey Feldberg, Co-Founder and CEO of Deep Wealth. After graduating from his MBA program, Jeffrey launched his first company, Embanet. As an industry leader, Embanet created a market disruption in higher education. Jeffrey's mission now is to help you capture the maximum value in your liquidity event. Through Deep Wealth Experience, you can master the same 9-step road map that Jeffrey created for his 9-figure exit. For Jeffrey, busine...
Jan 18, 2022•34 min
Featuring on this week’s series about entrepreneurship is Jon Dwoskin, an executive advisor, business coach, founder and CEO of the Jon Dwoskin Experience. Having been through his own share of ups and downs in life and in business, Jon is able to help people with theirs. As Jon says, “I grow businesses big, very big.” You can join today’s episode to learn how he does it and how his journey has been. Jon claims he has been able to be the amazing coach he is to people because of the great coaching...
Jan 11, 2022•42 min
What are the myths of insurance lending in Canada? Jayson Lowe and Richard Canfield discuss an article from a Bank that tries to dispel 7 myths of insurance lending in Canada. Many Canadians do not know that cash value policies are often lent on by 3rd party banks. It's actually the most popular way Canadians have been getting access to their collateral is from commercial banks. Banks want you to borrow from them. It is that simple. They will do everything in their power to market their loan pro...
Jan 04, 2022•39 min
This episode of Wealth Without Baystreet features Chris Bay, an Infinite Banking Coach at Life, Success and Legacy. He is the Author of ‘Family Banking with Purpose: A Story About Financial Freedom Through Infinite Banking’. Applying his twenty-two years in education and his leadership background as a principal, Chris gains great satisfaction in helping others understand how to apply IBC in their own lives. He became an Authorized Infinite Banking Concept Practitioner with the Nelson Nash Instit...
Dec 27, 2021•40 min
Featuring on today’s episode of Wealth Without Baystreet, Connor Boyack is the founder and president of Libertas Institute, an award-winning free-market think tank. Named one of Utah's most politically influential people by The Salt Lake Tribune, Connor's leadership has led to dozens of significant legislative victories spanning a wide range of areas such as privacy, government transparency, property rights, drug policy, education, personal freedom, and more. He is a public speaker and author of...
Dec 21, 2021•47 min
In today’s episode of Wealth Without Baystreet, we have Cody Yeh featuring on the client series. Cody is a first-generation immigrant from Taiwan who came to Canada at the age of 18, went to university as an engineer, got a white-collar job but wasn’t satisfied with it. Over the past 11 years, he transitioned from being a student to a full-time project manager to a financial coach, real estate investor, and stock options investor. Cody is now building an empire to help out more people to reach f...
Dec 14, 2021•45 min
This episode of Wealth Without Baystreet features Dwayne Burnell, a Fiduciary and Wealth Strategist. Dwayne is also the author of two best-selling books on personal finance. He empowers individuals, families, and business owners to take control of their financial future. He has helped clients across the country—many of them referrals—achieve the security and peace of mind they've always wanted but didn't know how to get. Financial education and empowerment form the cornerstone of Dwayne's approa...
Dec 07, 2021•41 min
On today’s episode of Wealth Without Baystreet, Shalev Amar joins us to share about his experience with trauma and how he has learned to overcome it. Shalev has been an attorney for 17 years and has spent thousands of hours over the last 9 years studying trauma, psychology, and emotional healing methods. He’s passionate about this topic because he and his family have suffered through generational cycles of trauma and he is committed to breaking that cycle. His mission is to teach people how to o...
Nov 30, 2021•54 min
On today’s episode of the advisors series, Henry Wong joins us to talk about his experience as an Infinite Banking practitioner and advisor coming from an accounting background. Henry is a professional CPA and trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming h...
Nov 23, 2021•37 min
CLIENT SERIES. In today’s episode of Wealth Without Baystreet, we have Recas Forbes featuring on the client series. Recas has lived with his wife and two kids in Calgary for the past two years. For many decades, they lived in debt, burning through their savings to pay it off. Since he started practicing IBC three years ago, Recas and his wife have been able to pay off most of the bills that were due and are able to create special memories by travelling together as a family, something that was on...
Nov 16, 2021•40 min
A special Tribute episode number 88. Today we celebrate the life and legacy of the late R. Nelson Nash (1931 – 2019), the father and founder of the Infinite Banking Concept and author of the book “Becoming Your Own Banker”. Nelson has impacted the lives of thousands of people within the IBC community and continues to do so. He used every moment as an opportunity to continuously learn and champion this message. Nelson passed away at the age of 88, if you turn the 8 over on its side, it represents...
Nov 09, 2021•45 min
CLIENT SERIES Epsiode: On today’s episode of the Client Series, Curtis Arnold is a celebrated Mortgage broker and real estate investor for almost 20 years based out of Calgary, Alberta. He is currently a mortgage specialist with Quantus Mortgage Solutions. Discovering IBC has helped Curtis build a steady and accessible capital pool that has helped him diversify his portfolio from real estate to a range of investments as well as ensure that each of his holdings is sustainable and within control. ...
Nov 02, 2021•36 min
Gina Yarrish helps business owners and entrepreneurs get over the fears of selling, self-sabotage and reluctance so they can easily double and triple revenue all with a 1200-pound package. She is the founder and CEO of Yarcot with a 30-year career leading her million-dollar real estate business to where she is today. She has spent the past two decades studying human behavior, selling tactics and stress. She is the author of the #1 Best Selling Book – Harness Your Purpose, Power and Peace. The bo...
Oct 26, 2021•42 min
In this episode of the advisor series, Peter Lount is a licensed IBC practitioner and advisor with Ascendant Financial since 2019. He helps households and businesses to focus on their goals and passions by eliminating concerns about money through coaching people on how to control the banking function in their life. He got into IBC because he wasn't happy with his job and financial strategy and was seeking more freedom and control in both areas, leaving the traditional method to find something be...
Oct 19, 2021•25 min
The Pirates of Manhattan author Barry James Dyke is The Economic Warrior, with his epic research into the darkest reaches of the banking industry and private equity firms. Barry has been at the forefront of exposing the banking truths that are happening behind the scenes as massive amounts of capital flow through the largest investment and commercial banks and private equity firms. Government Printing and spending, fractional reserve lending, and large pension funds taking over major insurance c...
Oct 12, 2021•1 hr 4 min
On today’s episode of the Advisory Series, we have Alberta-based Ascendant Financial advisor, Dan Allen. Dan is a wealth specialist and an independent insurance broker. As an Authorized Infinite Banking Practitioner he has expertise in working with professionals, business owners, and farmers, with a strong focus on helping them transform their financial future and achieve their financial goals with his unique approach tailored towards the journey of Individuals and business owners. His expertise...
Oct 05, 2021•30 min
The Capital Dividend Account For Canadian Businesses is a huge Tax Advantage Secret in Canada! Can you stockpile capital inside of a Canadian Controlled Private Corporation (CCPC) and then exit it tax-free? The answer is yes, it's all in the strategy you use to make it happen. Your corporation pays for it, and you get to use it, more importantly, it can pass on a legacy far greater than just life insurance. It can allow you to extract critical assets and maximize the value to your estate. Richar...
Sep 21, 2021•29 min
Have you ever wondered how companies get their websites right at the top of a Google Search Engine? Over a decade ago, Damon Burton beat a billion dollar company by outranking their website on Google. Since then, he has gone on to build an international search engine marketing company that has worked with NBA teams, and Inc 5000 & Shark Tank featured businesses. In the decade of running a global team, he’s never met any of his team in person. Burton can speak on how to manage a remote team, ...
Sep 14, 2021•52 min
On today’s episode of the advisor series, Roman Pushkar joins to talk about his journey with IBC after migrating to Canada from Russia. Roman worked in banking and insurance for over a decade in Moscow before discovering IBC in Canada. The main dilemma that he faced as a banking and insurance advisor was the tradeoff between financial growth and liquidity, not realizing that the answer was before his very eyes in whole life policies. Roman is now an IBC practitioner in Winnipeg and on team at As...
Sep 07, 2021•35 min
CLIENT SERIES EPISODE: We are back with the Client Series on this week's episode. Shawn Quiggs is an Ontario real estate investor lawyer and infinite banking practitioner living in Toronto who comes from humble beginnings in small town Ontario. Prior to his career as a lawyer, he worked for the federal government in immigration enforcement which is where he began to question how his life was taking shape. From there, he moved to Windsor, Ontario for law school where he accidentally started inves...
Aug 31, 2021•45 min
David Barnett loves to say that it took him 10 years to unlearn what he was taught in business school. University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business. After a career in advertising sales, Barnett started several businesses including a commercial debt brokerage house. Helping to finance small and medium sized businesses led to the field of business brokerage. Over several years, Barnett sold dozens of businesses ...
Aug 24, 2021•47 min
David Stearns is Nelson Nash's son-in-law. In 2004, David was brought on by Nelson to help with the administrative side of Infinite Banking Concepts, and went on to lead the company to continue the IBC legacy. David oversees the distribution of Becoming Your Own Banker and Infinite Banking Concept materials working to spread the message of becoming your own banker and educating audiences on how they can start practicing IBC. David has been the director of the Nelson Nash Institute since the form...
Aug 17, 2021•52 min
Back on the Wealth Without Bay Street’s Advisor series, Liz Lamond is an advisor with Ascendant Financial. She discovered IBC after investing in real estate through mortgages for many years and discovered a better way of managing the banking function in her life. Since then, she now helps her clients reduce the financial stress in their lives by guiding and coaching them through the infinite banking process. Getting to help people with a solution that works for their personal and business lives ...
Aug 10, 2021•26 min
Would you like to retire with a million dollars saved up? Everybody has to have their savings and money reside somewhere. In today’s episode, we talk about the difference between a Whole Life Policy as compared to an RRSP for storing your million-dollar retirement. One of the things many Canadian citizens do not take into account is the tax dues, lack of control, and risk of market downturns that can adversely affect your retirement fund and become a major pain point for a person once they have ...
Aug 03, 2021•26 min
Do you want to learn the strategy to exponentially boost your sales? Elliott Bayev and Daniel Moskowitz take a combined 50 years experience in Brazilian Jiu-Jitsu and building 8-figure sales teams and bottle it up inside a powerful new International Bestselling book: Sales Jiu-Jitsu – The Secret Black Belt System for Champion Leaders. Elliott Bayev is a second degree black belt and has more than thirty years of martial arts experience with twenty-four in Brazilian Jiu-Jitsu. Daniel Moskowitz has...
Jul 27, 2021•58 min
