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.
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.
In plain language: tax rules change, and how they land depends on your situation. Treat what you read here as background, and let your accountant confirm anything that touches your own return.
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.
Two ways to book
Call 514-875-9444 and we will find a time with you, or complete the form below and we reply within one business day.
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.
Contact us directly
If you have a question before booking, call 514-875-9444 or email info@cwcc.ca. We reply within one business day. You can also use the general contact form.
Direct Contact
CWCC (Canadian Wealth Creation Centre)
Email: info@cwcc.ca
Phone: 514-875-9444
Address: 203-3899, Autoroute des Laurentides, Laval, QC H7L 3H7
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.
Secure your meeting
A conversation, not a sales pitch. Tell us where you are; we will tell you honestly whether what we do fits.