A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Stephen Devlin is a value-based Licensed Life Insurance Broker and Wealth Architect, passionate about self-empowering his clients to achieve financial control for life by educating and coaching them on key financial principles and cash flow optimization strategies.
He is regarded as Canada’s leading expert in implementing the Bank On Yourself® and Infinite Banking® concepts and engineering multi-figure strategic wealth plans. Stephen has been honoured with a privilege only a handful of advisors have as a member of the international organization the Million Dollar Round Table, the prestigious status of Court of the Table.
My practice is built around values based planning and helping business owners, families and individuals become financially set for life without taking unnecessary risk. Cash flow is where it all starts in terms of how to accomplish short and long term goals for everyone! Cash flow is about how much money comes in, how accessible your money is and how it actually flows.
Accumulation of wealth and having a high net worth is actually a myth because if you have poor cash flow and have financial obligations to meet, you may end up having to liquidate assets just to pay your bills! I wanted to become CCS because I believe in constant learning and growing and this certification brings a higher level of expertise that I can use to help my clients become more financially empowered!
I work with business owners, families and individuals who think outside the box and do not follow conventional thinking. These are people who care about making the planet a better place and are passionate about learning and growing as human beings. They want to create legacies and be excellent stewards of their money so they can teach other generations how to manage their money like they did.
My successful clients are coachable and are willing to change behaviours when it comes to managing their money. They want to make good decisions and are willing to have myself coach, educate , support and advise them throughout their lives. They refer me to their friends, coworkers, business partners and families because they know I will help them accomplish their financial goals as well and teach them how they can also become financially independent.