Brett Newell

Advisor

Based in Toronto, ON

Brett Newell

About Brett

Why do I love my job?

Because I truly believe in it.

Infinite Banking isn’t just something I teach, it’s something my family and I personally use in our own lives. I’ve seen firsthand the confidence, control, and peace of mind it can create when you take ownership of your financial future.

What makes this work so meaningful to me is helping other families discover a different way of thinking about money, one that creates long-term security, flexibility, and opportunity for generations to come.

When I’m not at work, you can find me….

When I’m not working, you’ll usually find me spending as much time as possible with my family, my wife and our two kids.

Whether it’s cheering them on at skating, martial arts, gymnastics, or baseball, heading out to concerts or the theatre, or simply relaxing at home around a backyard fire or game night with friends, that’s where I’m happiest.

One of the greatest joys in my life is helping shape my kids into the best versions of themselves while creating memories together along the way.

And of course, part of my job as a dad is teaching them to cheer for the greatest NFL team on Sundays… the Philadelphia Eagles.

Go Birds 🦅

How does what I do impact others?

Everything we do in life involves financing in some way, yet many families spend a significant portion of their after-tax income paying interest to banks and lenders. Most people simply accept that as normal, but I believe there’s a better way.

What motivates me most is helping people take back control of their money, rethink the way they finance their lives, and build a stronger financial future for themselves and their families.

Through Infinite Banking, my goal is to help families create long-term wealth, increase financial certainty, and build a legacy that can last for generations.

And when life takes an unexpected turn, the impact goes far beyond finances. Being able to deliver a legacy cheque to a family during one of the most difficult moments of their lives means they have the time and space to grieve without the immediate burden of financial stress.

Knowing that the work we do can provide both opportunity during life and security when it matters most is what makes this career so meaningful to me.

2 favourite things about your life journey so far?

Without a doubt, my family.

I wouldn’t be where I am today without the love, support, and encouragement of my wife and our two incredible kids. They are my “why” behind everything I do and the greatest blessing in my life.

Equally important is my faith in God, which has been a constant source of strength, guidance, and perspective throughout my journey. It gives me confidence during difficult seasons and reminds me to stay grounded and grateful through it all.

At the end of the day, life is about the journey, and I’m thankful for every experience, challenge, and opportunity that has shaped who I am today.

What type of clients do you enjoy working with?

I enjoy working with people who are open-minded and willing to think differently about their finances.

I’m not here to push products, I’m simply sharing something that genuinely changed my life: dividend-paying whole life insurance and the Infinite Banking Concept.

It’s not a strategy for everyone. It requires people to question some of the traditional beliefs they’ve been taught about money and be open to the possibility that there may be a better way. Because the reality is, the conventional financial system doesn’t always work in our favour.

The clients I connect with most are those who recognize that and are ready to take greater control over their financial future.

There’s nothing more rewarding than seeing someone experience that “A-ha” moment, when everything finally clicks and they begin to see what’s truly possible through Infinite Banking.

Who I Work Best With

I work best with families and business owners who are willing to think differently about money and are looking for more control, certainty, and flexibility in their financial lives.

These are the people who want to build a strong foundation, create long-term wealth, and leave a meaningful legacy for future generations.

What You Can Expect When Working With Me

When working with me, you can expect an educational and relationship-focused approach.

I’m here to help you understand the Infinite Banking Concept, think differently about your finances, and create a strategy that aligns with your goals and values.

You can expect honesty, patience, ongoing support, and someone who genuinely believes in what they teach because I live it in my own life as well.

My goal isn’t just to help you implement a strategy, it’s to help you build long-term confidence and control over your financial future.

Areas of Specialty

  • Infinite Banking Concept (IBC)
  • Dividend-Paying Whole Life Insurance
  • Family & Generational Wealth Planning
  • Personal & Business Banking Strategies
  • Cash Flow & Financing Optimization
  • Wealth Preservation & Legacy Planning
  • Financial Education & Client Coaching
  • Long-Term Financial Certainty Strategies

Schedule Your Introductory Call

Whether you’re just beginning to explore the Infinite Banking Concept or simply looking for a different approach to your financial future, I’d love the opportunity to connect. This introductory call is a chance for us to get to know each other, discuss your goals, and see if Infinite Banking could be a good fit for you and your family. No pressure. Just an open and honest conversation.

Disclaimer

Brett Newell is an authorized Infinite Banking Practitioner with Ascendant Financial, a licensed Managing General Agency. This information is for educational purposes only and does not constitute legal, tax, or investment advice. Brett is licensed to advise clients in Ontario, Saskatchewan, Alberta, British Columbia, Manitoba, Nova Scotia, New Brunswick and Newfoundland and Labrador.