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– in christ –

about us

grow together

WEALTHI
Missiona & vission

Wealthi.ca is a knowledge-sharing platform initiated by Wenting. Our mission is to assist those individuals who never stop learning to achieve financial freedom by providing tailored financial strategies that maximize wealth growth while minimizing tax liabilities. The process includes personalized investment management, estate planning, and tax planning, enabling clients to secure their financial future and live life on their own terms.

Through wealthi.ca, like-minded people share their investment strategies, prospective projects, and special funding sources to build their wealth more effectively, thereby helping the organizations they care about and transferring wealth to the people they love with utmost efficiency.

01

faith, hope & love

Now faith is the assurance of things hoped for, the conviction of things not seen. (Hebrews 11:1).

So now faith, hope, and love abide, these three; but the greatest of these is love. (1 Corinthians 13:13)

02

In God we Trust

As for the rich in this present age, charge them not to be haughty, nor to set their hopes on the uncertainty of riches, but on God, who richly provides us with everything to enjoy.

(1 Timothy 6:17)

03

New definition

We hope to redefine “wealthy”. Let “being wealthy” is not about how many possessions we have on earth, but about our faith, hope, love, and our relationship with God.

We hope Weathi.ca can help you find your inner peace about “wealth”.

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”

Albert Einstein

History

Dividend from 1936

Since 1936, the dividend-paying participating whole life insurance policies we invest in have been distributing dividends annually without interruption. Patience over time is necessary to truly witness the power of compound interest. As Warren Buffett said, “My wealth has come from a combination of living in America, some lucky genes, and compound interest.”

Dividend-paying participating whole life policies are not suitable for everyone. High-net-worth individuals and successful business people tend to invest more in these policies, not only because of the tax benefits and the liquidity they offer but also due to the creditor protection feature, making dividend-paying policies particularly attractive among the wealthy.

According to Sun Life, the highest annual premium for corporate-purchased participating whole life insurance in 2021 was $7.48 million, and the highest for individual-purchased was $4.94 million.

Client referral
100%
Policy Approval
99%
Standard Policy
95%

Future

more than dividend

Our purpose in investing in participating policies with partners is not just to pursue stable annual dividends, but more importantly, to create a business model of financial and cash flow freedom. This approach allows us to access funds independently of banks; instead, we can become our own bank.

“Control” over our assets is also a goal we pursue: firstly, the controlled passive growth of wealth; secondly, the controlled input and withdrawal of funds; and thirdly, ensuring that our assets remain secure when business or life encounters uncontrollable events.

Of course, reasonable policy design and investment can help wealth be passed down through generations. This is not only due to tax-free death benefits but also benefits from experienced trust setups, tax-free fund growth, and most importantly, compound interest.

Let us be your "wealthi" partner to plan your financial future.

We uniquely classify participating whole life policies as an asset class in your financial planning. It offers robust financial returns and uncomparable tax-saving advantage.

了解我们

常见问题

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"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol

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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