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– wealth institute –

Grow your assets with controlled compound interest

Do you wonder how to safely grow your wealth with preferred tax treatment? Do you want your assets to be protected from potential creditors?

100+
years history*
$6.8 b
AUM**
72+
Preferred clients
100%
Referral

Far ahead

insurance as an asset

“Chances are, if you are following the crowd, you’re following the wrong path” (Bob Proctor). If your investment strategy is similar to that of 95% of those around you, then the long-term investment results will not lead you into the top 5% of the wealthy.

Now is the best time to comprehensively evaluate your family’s asset allocation strategy to ensure the growth and inheritance of family wealth stay ahead.

Our mission is to introduce you to a different financial investment path, one that has been highly valued by wealthy families for centuries: safe, tax-free growth, compound growth, liquidity, and perfect for wealth inheritance—participating whole life insurance policies.

We will regularly publish articles and organize sharing sessions to help you understand how our investors balance financial and real estate investments, achieving steady asset growth and generational wealth transfer.

Grow together

about me

"Discover the assets that worth investing"

Graduating from Ivey Business School with an MBA degree, and holding a Bachelor's and Master's Degree in Economics, Wenting has successfully started her own businesses and invested in various industries such as commercial real estate, healthcare, fast-moving consumer goods, land investment, and education. Wenting has accumulated unique insights and experiences in growing investment and asset. Through 12 years of continuous research and practice, Wenting has prioritized placing the majority of her assets into participating whole life policies, using them to fund investments in real estate, healthcare, and other projects, thereby achieving a self-built bank-style fund management approach. This allows her to share investment returns across multiple industries while continuously benefiting from the ongoing dividends of par policies. Now, Wenting shares this investment approach with like-minded people, hoping this Wealthi platform can help more people to achieve their financial goals.

“Money is never a prize; it’s a commodity, a means for getting things done. Money simply transfers economic value from place to place so that people are able to work together.”

- Oren Klaff

road to success

how we can help

Choosing a trustworthy partner on the path to wealth growth and inheritance is no easy task, and the same applies to us. We hope to select the best partners for both sides through a series of efficient processes.

01

Get to Know us

On wealthi.ca, we update product research and case studies regularly. You may also subscribe to our emails. If you would like to know more about our investment approach, please contact us.

02

Meet and Get to know you

Click “Contact Us” to book a meeting. We will also need to know more about you and your family to design a solution that fits you. We offer tailor-made investment solutions.

03

Design your plan, Act on it and Review Annually

We select the most suitable plan for you and your family from hundreds of product designs. We will also arrange annual reviews to ensure suitability.

You need the best Consulatant to plan your financial future

testimonials

we recommend

Schedule a Meeting

If you are considering using insurance as a way to protect and accumulate your wealth, please schedule a zoom meeting with us. We’d be happy to answer your questions and to build our potential partnership.

Schedule a 30-minute Zoom Meeting

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