CFP, CLU, FMA, RCIS, IBC Practitioner
Victoria, Britsh Columbia
Currently, in his 26th year in the finance industry, Michael Sidhu holds certifications as a Certified Financial Planner, Financial Management Advisor, Registered Critical Illness Specialist, and Certified Infinite Banking Practitioner. Since 2007, Michael’s practical & tactical focus has been in the areas of corporate and business succession planning, intergenerational wealth transfers, trusts, and tax-focused financial planning strategies for high-income professionals, business owners, and real estate investors. He also collaborates with other specialists in the areas of investments, benefits, precious metals and bullion, and global capital transactions.
His practice is focused on increasing clients’ financial intelligence and helping them shift their mindset toward their economic potential by controlling more of their earned and unearned income, with a sharp focus on the values of critical thinking. His prior experience in residential and commercial lending and underwriting helps him understand the value leveraging brings to creating wealth.
He is a published author in the field of property rights and political theory, a guest on podcasts, a guest blogger, speaker. He lives and works in Victoria and Vancouver, but also consults with advisors across Canada.
“We help Canadians understand and utilize the Infinite Banking Concept for tax-efficient finance. Our expertise enables personalized solutions for informed financial decisions and stability.”
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“We help Canadians understand and utilize the Infinite Banking Concept for tax-efficient finance. Our expertise enables personalized solutions for informed financial decisions and stability.”