Ryan Frey | Dundas Wealth

Ryan Frey

Business Owner Advisor
17 Years in Insurance Authorized IBC Practitioner

Ryan helps individuals, families, and business owners explore ways to build financial security and take greater control of the banking function through the Infinite Banking Concept.

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Based In Calgary, Alberta
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Financial Security with More Control

Ryan Frey is an insurance professional based in Calgary, Alberta. With 17 years of experience, he has dedicated his career to helping individuals and families build financial security.

Ryan specializes in the Infinite Banking Concept, an approach developed by R. Nelson Nash that considers how individuals and business owners can direct capital, manage financing decisions, and build long-term financial flexibility. After seeing the concept's potential for his own family, Ryan transitioned his business to focus on this model.

Every decision we make is a financing decision. From everyday expenses to major purchases, understanding where capital resides and how it works can change the way we think about financial control.

— Ryan Frey

Ryan works with families and business owners who want to learn more about using the Infinite Banking Concept as part of a broader financial strategy. His work is centred on education, thoughtful planning, and helping clients understand the role that life insurance can play in building and protecting wealth over time.

Ryan is an Authorized IBC Practitioner and is listed in the Infinite Banking Concept practitioner directory. He is based in Alberta and is licensed to practise in Alberta, British Columbia, Saskatchewan, Ontario, Nova Scotia, and New Brunswick.

What Ryan Focuses On

Ryan works with individuals, families, and business owners interested in understanding the Infinite Banking Concept and its potential role in long-term financial planning.

Infinite Banking Concept

Education and planning focused on the Infinite Banking Concept and the role life insurance may play in personal and business financial strategies.

Specialty

Family Financial Security

Helping individuals and families explore insurance-based approaches to protection, long-term planning, and legacy considerations.

Specialty

Business Owner Planning

Supporting business owners who want to understand how financing decisions and insurance strategies can be considered within their broader financial picture.

Specialty

Financial Education

Clear discussions about the principles of becoming your own banker and how Canadians can learn more about the banking function in their financial lives.

Specialty

Individuals, Families & Businesses

Serving clients in Alberta, British Columbia, Saskatchewan, and Ontario through EverNorth Financial, with licensing also listed for Nova Scotia and New Brunswick.

Specialty

Experienced and Dedicated

17
Years in Insurance

Professional Background

Insurance Professional 17 years of experience
Authorized IBC Practitioner Infinite Banking Concept directory
Business Owner Program Dundas Wealth advisor program
EverNorth Financial Calgary-based insurance professional
Authorized IBC Practitioner — Ryan is listed by the Nelson Nash Institute / Infinite Banking Concept practitioner directory and is licensed to practise in Ontario, Saskatchewan, Alberta, British Columbia, Nova Scotia, and New Brunswick.

Real Results for Canadian Business Owners

Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.

Independent Consultant Case Study

Independent Consultant Avoids 6-Figure CRA Penalty with One Policy Change

See how we helped an independent consultant structure a permanent life insurance policy within his corporation, enabling him to continue building wealth without affecting his passive income limit.

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Triple Play Strategy Case Study

How One Business Owner Secured $50K in Tax-Free Income After a Health Crisis

After a sudden health crisis, we implemented a "Triple Play Strategy," combining corporate-owned life insurance, a holding company, & family trust to secure a business owner's company, retirement, & family's future.

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7-Figure Estate Case Study

7-Figure Estate Protected from a $500K+ Tax Bill at Death

We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts tax-free, and passed wealth to his family without selling any assets.

Read Full Article →

Ready to Talk?

Book a call with Ryan to discuss your family or business planning goals and learn more about the Infinite Banking Concept.

Book a Call with Ryan

Schedule a conversation at a time that works for you.

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