Kyle Lorteau
Financial Professional
Serving: British Columbia
My passion is to help people unleash the power of their finances by taking full advantage of the best financial products, concepts, and strategies available in the market. My quest to seek out and partner with entrepreneurs to build rewarding businesses is built on integrity, competence, and a deep desire to help people achieve their goals. My belief is that strong and vibrant communities are created when their members are financially stable, thriving, and confident about their future.
I promote financial concepts, strategies and solutions that have stood the test of time.
I am committed to providing practical needs-based advice.
My team will provide proprietary Tax Savings & Estate Planning strategies to increase net worth, both corporate and personal.
We partner with entrepreneurs & corporations for impactful and profitable business relationships.
People are not a means to an end.
It takes courage to embrace change.
Competence breeds confidence.
Excellence and elegance matter.
Grit is the fuel that powers dreams.
Hi, my name is Kyle the dad and I’m a proud father of three little girls. I help young families in Chilliwack cut through financial stress with simple strategies for budgeting, debt reduction, and family protection.
Think of me as your family’s financial point guard, here to set up your defense and keep you moving toward your goals.
Personal Planning
Protecting you and your loved ones
Our highly trained licensed professionals are committed to providing needs-based advice with well-researched solutions.
Cashflow & Debt Management
Free consultation services.
Life Insurance
Individual & Family plans with benefits such as early payout and premium cashback.
Retirement Planning
Research-based guaranteed retirement portfolios.
Children's Education Planning
Guaranteed growth-oriented strategies and access to scholarship plans.
Health Insurance
Health & Dental plans that reward you for healthy living.
Wills, POAs, and PDS
Access to a secure digital platform allowing for unlimited revisions and updates.
Business Planning
Grow your business the right way
Protect and grow your bottom line by having one of our Business Owner Specialists uncover opportunities to unlock the value in your business.
Group & Employee Benefits
Invest in your employees by setting up a tax efficient health & retirement benefits program for your employees.
Insured Retirement Strategies
Take advantage of strategies that can significantly minimize your tax bill when drawing on corporate assets during retirement.
Estate Planning
Transfer assets to your heirs and beneficiaries by leveraging tax-efficient strategies.
Overhead Protection Plan
Protect yourself and your employees from income loss should an illness or injury prevent you from working.
Startups & Small Business
Customized plans for startups.
Educational Network
Curated Financial Learning Platform
Our subscription-based platform offers you a curated online forum with classes, videos and exclusive content where you learn important concepts that will make a lasting impact on your finances.
Financial Education
On-demand access to a library of videos and courses where you learn at your own pace and schedule.
Financial Concierge
Connect with a local licensed financial professional to answer your queries with a prioritized response time.
Discount & Savings Program
Enjoy discounts on your favorite automotive, entertainment, health, wellness, retail and travel purchases.
Earn Affiliate Rewards
Introduce your friends and family to trusted service providers while receiving rewards on successful referrals.
Informative Newsletter
Stay up to date on market-moving news, major government policy announcements and commentary on financial topics.
Career Opportunities
A network designed for your growth
Join our growing network of financial services professionals across the nation building a scalable business
Full Service Brokerage
Access to all of Canada’s major insurance and investment firms.
Eau Claire One
Powerful exclusive back office designed for Eau Claire Partners.
Turnkey Systems
A client-focused training model with minimal administrative hassles.
Minimal Overhead
Low overhead frees you to expand nationwide.
True Ownership
Own your book of business. 100%. From Day 1.
Executive Legacy Transition
A career exit program that rewards your efforts.
Ready to Talk About Our Available Plans?
Let’s schedule a chat and find the best fit for you!
Hear What Clients Have to Say
Explore stories of making a difference in clients’ lives.
Help Us Help Others, Refer a Friend!
Help your loved ones be fully protected and insured.
