Let’s Start With a Conversation
The best way to find out whether CWCC’s approach fits your situation is a free, no-obligation 30-minute Discovery Meeting. It costs nothing, commits you to nothing, and is designed to do one thing: help you understand whether what we do is right for you. No pressure. No sales pitch. Just a conversation.
What to Expect in a Discovery Meeting
A Discovery Meeting is not a sales presentation. It is a structured conversation in which we learn about your situation and you learn about how we work. In 30 minutes, we will talk about where you are now, what you are trying to build, and what questions brought you here. We will explain how CWCC approaches the kind of situation you are in, what the next steps would look like if you chose to continue, and — just as importantly — whether our approach is the right fit for you at all.
If at the end of the conversation it is clear that what we offer is not the right fit for your situation, we will tell you so. We would rather have an honest conversation that does not lead to a working relationship than begin a relationship that was not right from the start. And if it is a good fit, you will leave with a clear understanding of what working together would involve, with no obligation to proceed.
You do not need to prepare anything for a Discovery Meeting. You do not need financial statements or documents. You just need your questions and a willingness to have an honest conversation about what you are trying to accomplish.
No Obligation, No Cost, No Pressure
The Discovery Meeting is free. It carries no obligation of any kind. You will not be asked to sign anything, purchase anything, or commit to anything. The meeting exists so that both you and CWCC can decide, with full information, whether a working relationship makes sense. That decision is yours to make on your own timeline, and there is no pressure to make it during or immediately after the meeting.
Important Disclosure: A Discovery Meeting does not create a professional-client relationship and does not constitute personalized financial, insurance, tax, or legal advice. Any general information discussed during the meeting is for educational purposes only. A professional relationship is established only through a formal written engagement agreement. Jose Salloum and CWCC are licensed insurance professionals who earn commissions on insurance products; full compensation disclosure is available on the Transparency and Compensation page.
Book Your Discovery Meeting
Use the scheduling tool below to choose a time that works for you. You will receive a confirmation with the meeting details.
[BOOKING TOOL EMBED — INSERT BEFORE LAUNCH]
Calendly / Acuity Scheduling / Elementor booking form connected to the discovery calendar.
If you prefer, you may also reach CWCC directly by email or phone using the contact details below, and we will help you find a time.
Send Us a Message
If you have a question before booking, or would prefer to reach us directly, use the form below or the contact details that follow. We aim to respond within one business day.
[CONTACT FORM — INSERT BEFORE LAUNCH with the following fields and compliance elements]
Fields: Name · Email · Phone · Province of residence · Message
Required privacy notice at point of collection (display directly above the submit button):
The personal information you provide through this form is collected by CWCC (Canadian Wealth Creation Centre) and used solely to respond to your inquiry and, where applicable, to schedule a Discovery Meeting. We do not sell your information. You may access, correct, or request deletion of your information at any time by contacting our Privacy Officer. For full details, see our Privacy Policy.
Optional CASL consent checkbox (unchecked by default — express opt-in required before any marketing email):
☐ I agree to receive occasional educational emails and updates from CWCC. I understand I can unsubscribe at any time using the link in every email. (Leaving this box unchecked will not affect our response to your inquiry.)
Direct Contact
CWCC (Canadian Wealth Creation Centre)
Email: [EMAIL — COMPLETE BEFORE LAUNCH]
Phone: [PHONE NUMBER — COMPLETE BEFORE LAUNCH]
Address: [REGISTERED OFFICE ADDRESS — COMPLETE BEFORE LAUNCH]
CWCC serves clients in Quebec, Ontario, and British Columbia, where Jose Salloum holds active insurance licensing. If you are located in another province, please reach out — we will confirm whether we are able to serve your province before any engagement begins.
For the French-language experience, visit cwcc.ca/fr/contact. For Infinite Banking education specifically, visit our educational branch at IBCFinancial.com.