Schedule a consultation to discuss your financial goals by clicking the "Schedule Your Free Consultation" button on this website. This will allow you to book a video call with Julian Zebibbo completely free with no obligation to purchase or commit to anything.

Results vary depending on your specific financial situation and goals. However, many clients begin to see positive changes within a few months of implementing their personalized financial strategies.

We specialize in:

• Estate Preservation: Charitable strategies & trusts, life insurance trusts, wealth replacement trusts (U.S. only), life insurance, and annuities (Canada only).

• Financial Strategies Services: Financial needs analysis, financial goal setting, and strategies to pursue your goals.

• Insurance Solutions: Life insurance, disability insurance, long-term care insurance (U.S. only), segregated funds, and guaranteed interest accounts (Canada only).

• Retirement Strategies: Annuities, registered retirement savings plans (Canada only), and tax-free savings accounts (Canada only).

• College Funding Plans: Strategies to save for higher education (U.S. only).

• Business Strategies: Insurance strategies, retirement strategies, executive compensation (U.S. only), and business continuation programs (U.S. only).

Our goal is to provide you with strategies that maximize your financial growth while minimizing your tax liabilities.

Tax-free investments are strategies that allow your investments to grow without incurring tax liabilities on the earnings. We use legally compliant methods to ensure your investments are optimized for growth while minimizing taxes.

The cost of our services varies based on your specific needs and the complexity of your financial situation. We discuss all costs and fees during the initial consultation to ensure complete transparency.

Yes, we provide tailored financial strategies for business owners, including small, medium, and large businesses. Our services include wealth management, tax planning, retirement strategies, and more to help your business thrive.

Your investments are managed with the utmost care and security. We only work with reputable financial institutions and employ strategies that prioritize the safety and growth of your portfolio.

Absolutely. We offer comprehensive retirement planning services to ensure you have a secure and comfortable retirement. Our strategies are designed to maximize your savings and provide a steady income stream during your retirement years.

We offers a personalized approach to financial planning, with a focus on tax-free investments and long-term wealth building. Our high client conversion and retention rates speak to the effectiveness of our tailored strategies and ongoing support.

We have a proven track record with:

• Direct Clients: 108.

• Indirect Clients: 56.

• Client Conversion Rate: 87% of the prospects that reached out, chose to work with us. This is because we are very transparent and clear upfront about who we work with, the outcome we can deliver and how we deliver that outcome.

• Client Retention Rate: 98% of the people that chose to work with us are with us still to this day.

• Average Client Portfolio Growth: 14%-18% rolling 12 months.

• Client Demographic Breakdown: Clients aged 35-50, household income over $150K, 70% immigrants, 40% first home buyers.

Each strategy is customized to your unique financial situation and goals, ensuring that you receive the most effective plan for your needs. Additionally, we provide continuous support and adjustments as needed to keep you on track.