Why do I love my job?

I love teaching sound financial principles, particularly the Infinite Banking Concept because of how it empowers people to create futures they previously did not believe possible. Coaching implementation of these strategies and witnessing the optimism, choices, and freedom it brings is deeply fulfilling. I am grateful to be part of a culture which truly values growth, service, teamwork and doing what is right.    

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


Being active in the gym or outdoors, traveling, and spending time with my daughter.  I’m also passionate about growth and betterment – consuming books and courses in diverse areas of interest such as finance, philosophy, and health.    

How does what I do impact others?

My work helps people gain clarity, understanding and confidence around controlling and growing capital – enabling them to create legitimate financial freedom. By building resilient financial habits, they have more choices and opportunities; for themselves and the future of their families as well.

2 favourite things about your life journey so far?

My daughters.  They are the why behind much of who I am and to whom I aspire to become. 

The opportunity to work alongside hard-working, amazing people who are at the same time grounded, service-oriented, and genuine.  

What type of clients do you enjoy working with?

I enjoy working with open-minded, free thinkers – people who aren’t afraid to “rethink their thinking,” ask questions and explore innovative ideas. Those who are curious, coachable, and committed to building lasting financial freedom are the clients I’m honoured to serve.

Schedule a Call with Jeff Treleaven