Client Stories
Kip and Shelley
We have never been supporters of traditional banking systems, and our trust level toward most financial institutions has always been extremely low.
For years, we searched for ways to reduce our dependence on banks.
When we first met Winnie more than ten years ago, she presented an exciting and viable option, one that allowed us to truly become our own bank.
Although our financial expertise was limited early in our relationship, we were immediately impressed by the entire concept Winnie introduced.
We trusted her guidance, followed her advice, and continue to be grateful for the structure she set up for us so we could exercise the Infinite Banking Concept. Winnie’s ongoing patience and regular guidance through our meetings have been invaluable.
We also connected with Winnie on a personal level right from the start. It’s clear how deeply she cares about her clients through the personal assistance and attention she provides in every interaction. We’re consistently impressed by the professional and caring way she runs her business, always listening attentively to the latest developments in our business and personal lives and offering thoughtful, practical advice.
Winnie’s team is equally excellent, knowledgeable, kind, and continually expanding their expertise through courses and conferences to better serve their clients.
We highly recommend Winnie and her company, especially in these tumultuous and uncertain times.
Our only regret is not meeting her sooner so we could have started this journey earlier!
Brent Kessler
Chiropractor
IBC Owner since 2008
”You absolutely MUST listen to Winnie about what she is telling you about how this private family banking concept works. Even though it is out of the box thinking – it is not what our parents and grandparents taught us about money, listen to Winnie! It is the truth about money and it has TOTALLY changed my financial LIFE! “
Remone McGhan
Truck Driver, Real Estate Investor and Father of 2
IBC owner since 2013
What made me trust Winnie was her attention to detail and her actually taking a personal interest in my financial success…
“My time with Winnie has been amazing. She is really good at what she does, and is also passionate which is very hard to find nowadays. 3 years ago I came to Winnie looking for information about Infinite Banking Concept (IBC) and if it was possible to start in Canada . What made me trust Winnie was her attention to detail and her actually taking a personal interest in my financial success and willingness to help me achieve my goals. She has been an instrumental part in my family’s financial planning and financial success and I look forward to continue working toward my financial goals with her in the near and distant future.”
Summer Bozohora
Artist and Designer of Websites for Luminaries
IBC owner since 2013
GOAL: To keep and use money in a way congruent with my values.
To feel educated and empowered.
Even with a business degree, traditional banking and financial planning never sat right with me, it felt like something essential was missing. When Winnie introduced me to the Infinite Banking Concept in 2011, it resonated immediately. Once I created my first ‘bank,’ everything shifted. I moved from constantly catching up to truly thriving, financially and mentally.
Since then, I’ve used Infinite Banking personally and in business, recapturing major losses and gaining clarity I wish I’d had sooner. Winnie doesn’t just teach strategy, she helps you see what’s possible before it’s obvious. Her guidance has saved me time, money, and regret.
Beyond finance, I’ve trusted Winnie as a mediator in highly emotional situations. Her integrity, compassion, and ability to navigate both people and numbers consistently lead to brilliant outcomes. Consulting Winnie is one of the smartest decisions I’ve made.
Curtis LaJeunesse & Naomi LaJeunesse
Journey Red Seal Welder for PISTOL Welding Inc. & Certified baker/Stay at home mom of 2
IBC Owners since 2012
GOAL: To better ourselves and get out of debt.
We meet Winnie in 2012. We told her about our personal dreams and financial goals and she mentioned several times that she could help us better ourselves and get out of debt. Finally, after feeling defeated by the “typical” banking methods and being over $80,000 in consumer debt we thought we would take her up on her offer to coach us in a different direction. After taking the time to sit with Winnie, our lives, were changed and our eyes opened. Winnie was extremely helpful and patient with us. During our frequent meetings, she recapped the principals of the Infinite Banking System (IBS) to make sure we were still on track and understood how the system worked and what we could achieve. The stress level in the house has subsided. After using our banking system this year to pay off a student loan and recapturing that interest back we now feel positive and optimistic about achieving finical freedom. I can’t say enough positive things about Winnie. She has believed in our goals, future business plans and has helped us to create a legacy for our children.
K and J MacLeod
Small business owners
As grandparents and business owners, we want to leave a legacy for our 5 grandchildren – we want them to understand the value of money as they go forward in their lives and understand they don”t have to be dependent on the banking system – they can be in control of their own bank!! Winnie has helped us to understand and start utilizing the IBC – she helped us to organize our finances and started us thinking about the bigger picture – our future and unlimited possibilites with the IBC – Winnie explains the IBC in great detail and keeps in touch going forward wanting us to completely understand and utilize the IBC to its fullest extent.
We met Winnie in 2014 at an informational training session on Infinite Banking. We instantly saw the value in IBC and decided it was the perfect way to create a legacy for our children. Since then we have opened four separate IBC accounts. They have given us more financial freedom then we had ever experienced before. They have helped us through lean times and good times. We have used it for little things like holidays, to bigger things like starting a family venture on our farm. The economy has not been the best lately but we still see the advantage of the accounts and even opened up 2 more this year alone. It is truly amazing how well the system works for us! After watching the growth through our yearly reviews with Winnie and comparing them to the original forecasts, we know that our little girls truly will be taken care of long after we are gone. We will truly leave them a legacy as we originally intended! Along the way Winnie has been a constant source of information and support. Not just in how to use our IBC accounts to the fullest but in our every day lives as well. She looks out for our best interests and is truly interested in our family. We touch base throughout the year. Winnie is not just our IBC facilitator, she truly is a friend and a confidant. We would recommend learning about IBC through Winnie to anyone and do!
Jeannie Madson – Mother, Wife, Friend, Journeyman Steamfitter and Quality Control Advisor
Winnie’s sincerity and patience, along with a great depth of insurance knowledge, made us comfortable when making these important decisions…
“Winnie has been our trusted insurance advisor since 2012. She has guided my wife and I through the myriad of insurance products to find right mix for us. There is great peace of mind to knowing your family is financially secure no matter what happens. Winnie’s sincerity and patience, along with a great depth of insurance knowledge, made us comfortable when making these important decisions for our family and becoming Infinite Bankers.”
Steve Verrill, Winnipeg, Real Estate Investor , Small Business Venture & Part Time Entrepreneur
What has IBC done for me and my family? Building a nest egg, teaching kids about planning and managing their own finances so that they don’t need to rely on banks,… Winnie – is inspiring, I’m always learning something new including new resources and it keeps me accountable. Honestly, Winnie is a pain in the ass cuz she reminds me when I’m slacking off. Lol! Really, its a testament to her real care for her clients.
Kimberley Law, Psychologist, mother of 4 plus 3 bonus kids (Step mom)
Client Conversation: Why Peter Left Traditional Banking for Infinite Banking
Winnie sits down with Peter, a client and passionate advocate of the Infinite Banking Concept (IBC), to unpack his personal journey into alternative finance.
Client Interview: How Sherwin Watson Took Control of His Financial Future
Winnie sits with Sherwin Watson, a long-term client who discovered the Infinite Banking Concept in 2018 and used it to gain true financial control.