On today’s episode of the advisors series, Henry Wong joins us to talk about his experience as an Infinite Banking practitioner and advisor coming from an accounting background. Henry is a professional CPA and trains other CPA’s across Canada specializing in taxation and passing through the nationals exams. He chanced upon the book “Becoming Your Own Banker” and began to piece together all his knowledge of life insurance and financial accounting and soon began to pursue the journey of becoming his own banker. Henry now trains others as an accountant in how to build their own personal capital pool and manage their taxation through IBC.

IN THIS EPISODE, YOU WILL LEARN:

0:00 Introduction

2:45 Henry’s life before discovering IBC

10:37 The process of becoming your own banker

13:47 Picking up the Becoming Your Own Banker book

16:43 How Henry became and IBC practitioner

21:45 The potential of CPA’s and accountants adopting IBC

24:35 What energizes Henry while working with clients

35:06 Who Henry would like to be a hero to