The Next Level of Finance

More Money. Less Effort.

Joel Anglin

Insurance Advisor
Investment Representative

About Me

I started working in finance in 2015. Before that, I ran several business and followed a few other paths. Then in 2019, I made the jump and opened my current practice—it’s been home ever since. 

 

I feel lucky to help people improve their lives by teaching them about money. I know how powerful financial knowledge can be, and it’s what drives my passion.

 

What I Do

I help business owners and high-income professionals get money out of their corporations and personal holdings without paying taxes. Working with a team of experts—financial advisors, accountants, and tax specialists—to bring you true financial freedom.

 

Beyond Finance

Outside of work, I love exploring different cultures. Whether it’s reading, sports, or talking about science, I’m always ready to learn something new. I’m also a big fan of the Raptors, Jays, and Maple Leafs, so you’ll find me cheering for my teams whenever I can.

 

Let’s Connect

I believe in the power of connecting with people. Whether we’re talking about your financial goals or sharing book ideas, I look forward to getting to know you. Let’s work together to make your dreams happen—starting with a conversation.

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

Recent posts

October 2024 market update

Nov 06, 2024

For the month ended October 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more

September 2024 market update

Oct 08, 2024

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more

August 2024 market update

Sep 06, 2024

For the month ended August 31, 2024...

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BUSINESS RESOURCES:

 

Free strategies, vital to any successful business: 

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Protect the people that matter the most. Find the best plan for you and your family today. 

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STOP WAITING, START GROWING. 

 

Click below for your free 15-min discovery session:

 

G.R.O.W with Joel