Lifelong Wealth
A living plan that ties everything together, adapting alongside your lifestyle.
- — Goal mapping & cash-flow modelling
- — Risk profile & scenario stress tests
- — Annual review & rebalance cadence
Team SLA was built around holistic planning structured to empower the life you're actually living, and deliver the dream you're actively building. Team SLA develops those with ambition into principled leaders — with real mentorship, real ownership, and a defined pathway to success.
ASSETS GUIDED
FAMILIES HELPED
AGENTS DEVELOPED
NET WORTH · ILLUSTRATIVE
CONTRIBUTED
$420K
GROWTH
+$318K
RUNWAY
28 yrs
ALLOCATION
PROTECTION
On trackCoverage meets 90% of your goals
WHAT WE DO
You design your life, we design your strategy.
A living plan that ties everything together, adapting alongside your lifestyle.
Life, disability, and critical illness coverage sized for your actual obligations, never oversold.
A structured payoff strategy that targets high-interest debt first — freeing cash flow to build wealth instead of paying interest.
Diversified, advantaged, and transparent portfolios aligned to your financial goals.
On your own terms, turn savings into the financial freedom to not “have” to work again.
Coordinate a living legacy through beneficiaries, trusts, and gifting — ensuring what you've built is inherited by those you love most.
Click to learn more about the pillars for achieving Lifelong Wealth
THE SLA DIFFERENCE
"Stoosh" means done with class. We hold ourselves to it — in how we advise, how we communicate, and how we grow the people who carry our name.
Your interest is ranked first — in writing. We show our reasoning, our costs, and the alternatives we considered, so you're never guessing about our motives.
No 40-page PDFs nobody opens. One clear strategy, in plain language, with the few numbers that matter — and a human who explains every one of them.
Because we develop leaders, your strategy is backed by a team. Your advisor knows you — and so does the firm standing behind them.
LEADERSHIP ADVANCEMENT
A clear path that turns motivated people into world-class financial professionals — and the best into senior brokers. No glass ceilings, no gatekeeping, just unlimited potential.
Licensing, product fluency, and the SLA standard of care. You learn to build a real plan before you recommend a thing — with a mentor from week one.
TEAM SLA
Making financial education accessible to all, no matter if the budget is big or small.
ASSOCIATE
Named SLA's #1 Associate Recruiter and an All-Star Associate in 2025 — a few years after delivering for Domino's.
ASSOCIATE
Licensed as a financial professional at just 19 — one year removed from the beauty counter at Shoppers Drug Mart.
ASSOCIATE
A licensed mortgage broker and financial professional, building a twin career that serves clients on both sides of the table.
VOICES
"I cannot recommend Jacob highly enough. He gave me invaluable financial knowledge and practical strategies — and reinvigorated how I think about maximizing my own funds. Insightful, empowering, and patient at every step."
Caleb Crichlow
CLIENT · 2025
"I've been so impressed by how much Jacob genuinely cares about finding the right solution for each client. He listens, asks the right questions, and tailors his advice to fit your needs. If you want someone fully on your side, Jacob is the one to trust."
Kate McDowell
CLIENT · 2025
"I wanted to build wealth for my children but wasn't sure where to start. Jacob walked my wife and me through a policy that was the right fit for our family — knowledgeable every step of the way. I'd highly recommend him, especially if you have a young family."
Joshua Hanvey
CLIENT · 2026
START THE CONVERSATION
Whether you want a plan for your family or a future for your career — grab a time that suits you, and we'll tell you, honestly, if we can help.
Pick a time that works for you — no obligation, no pressure.