Introducing... The New Art of Living
Most People Were Never Taught
How Money Actually Fits Into Life.
This is a practical starting point built on three philosophies: income, money, and personal growth.
If we don’t know each other yet, start here...this is the fastest way to understand what I do in 1 minute
Step 1: Watch the 1-minute overview
Step 2: Pick the one area that fits your season (Income, Money, Personal Growth)
Step 3: Book a free 15–20 minute call
Real feedback from Families (tap to read more)
1. Multi-Handed Income
For people who want income that isn’t limited to personal hours.
This helps when you feel like:
“I’m working hard but it’s not translating into freedom.”
“I need a way to grow income without burning out.”
Next step (after the video): Book a free 15–20 minute Career Clarity call.
2. 10% Saving | 3 Rules | 3 Goals
For households who want clarity, direction, and a simple plan with money.
This helps when you feel like:
“I’m saving, but I’m not sure I’ll retire comfortably.”
“I’m working hard. Is my money working hard for me?”
Next step (after the video): Book a free 15–20 minute Family Money Check-up call.
3. Self-Improvement (Environment + Standards)
For people who feel stuck, inconsistent, or surrounded by the wrong environment.
This helps when you feel like:
“My environment pulls me backward.”
“I want to build confidence through real skill and repetition.”
Next step (after the video): Book a free 15–20 minute Alignment call.
Not sure which one fits?
Book A Free 15–20 Minute Call and we’ll route you in the first 2 minutes.
What to expect
You pick a time.
You get confirmation.
We keep it practical and clear.
If it's not a fit, I'll tell you that directly.
Who this is for
New Parents
Working Families
Self-Employed or Business Owners
Retirees
TESTIMONIALS
What Families Say After Gaining Clarity
Ankit has given me the tools I need to make smart saving and investment choices. He takes the time to explain everything clearly, encourages questions and answers promptly. For years I saw how my savings were stumped and that was frustrating. I was convinced there was a better way, and Ankit had all the answers. After meeting with him, creating a personalized plan, I have seen how it has all grown towards a strong financial future, which gives peace of mind.
Ankit has been nothing but helpful and professional and the services I’ve been provided with are ensuring my family some extra security and protection in hard times.
Ankit is a very smart guy and has great knowledge about savings and investment accounts. We really appreciate the time that he has spent sharing his thoughts and knowledge, we never feel rushed and he is always thinking of what is the best for us. Self employment has its financial challenges especially for the future, however we value how he has helped us plan with tools that are tailored to us. A special thanks for always answering our questions when we need it.
Get the right guidance for you
Our Step By Step Process
Clarity & Direction:
Understand where you are and what actually matters.
Structured Progress:
Turn ideas into simple, practical steps.
Enhanced Accountability:
Stay on track when life gets busy.
Personalized Support:
Advice built around your life—not sales.
What You Will Get From The 60-90 Min Review
No guessing. We’ll review where you stand today and what matters most for your family.
You’ll leave with clear priorities and a simple step-by-step plan you can follow.
No jargon, no pressure—just clear answers you can understand and use.
What happens next: After the 15–20 min quick call, we book a 60–90 min review if needed
STILL NOT SURE?
Here Are The Most Common Questions
Have questions about The New Art of Living? You're in the right place!
What to expect on the 15-20 min quick call?
Depending on choice of your 15-20 minute call, we will:
1. For Career Clarity
On that call, I will:
+ ask what you are looking for
+ see if this is a fit
+ explain the next step clearly
If it is not a fit, I will tell you that too.
2. For Family Money Check-up
On that call, I will:
+ Confirm your goal and urgency
+ Get a quick snapshot of your situation
+ Tell you the next best step
If it makes sense, we can book a longer review afterward.
3. For Alignment
On that call, we will identify:
+ what is currently holding you back
+ what environment you are in
+ and what the best next step is for your growth
For All:
+ Share the next step: book the full review 60-90min, set a follow-up plan, or refer you out.
What happens in the 60–90 min review?
In a 60–90 minute review meeting, we:
+ Get clear on your current situation (income, debts, savings, coverage, and goals).
+ Identify any gaps or risks that could affect your family.
+ Create a simple, step-by-step plan so you know what to do next.
+ Answer your questions in plain language so you feel confident moving forward.
What should I bring in the 60–90 min review?
Bring whatever is easy. Even if you bring nothing, we can still do the check-up. If you have them, helpful items include:
+ Recent pay stub or a rough idea of household income.
+ List of monthly expenses or bills (even approximate).
+ Any insurance documents you have (life, disability, critical illness, mortgage insurance).
+ Investment or savings statements (RRSP, TFSA, FHSA, RESP, pension).
+ Debt balances (mortgage, car, credit cards, lines of credit).
+ A list of your top 2–3 goals (kids’ education, retirement, debt-free, etc.).
Do I have to buy anything?
No. There is no cost and no pressure.
+ The goal is clarity first.
+ If you decide you want to implement a plan afterward, we can discuss options.
+ If you decide not to, you still leave with a clearer understanding of where you stand.
Can couples attend together?
Yes, absolutely. Couples are welcome and it often helps because:
+ You can align on goals together.
+ It reduces back-and-forth later.
+ You both hear the same explanation and next steps.
Is this only for Brandon & Manitoba?
I’m local in Brandon and I work with Brandon and Manitoba families. However:
+ If you’re outside Brandon, you can still book.
+ I’m licensed in Alberta, British Columbia, Manitoba, Saskatchewan, and Ontario, so I can work with families in those provinces one-on-one through Zoom appointments, or in person when possible.
+ We can meet by phone or online if that’s easier.
Your Guide In Navigating Money, Decisions, And Life Transitions.
Ankit Patel (M. Com., LLQP)
Licensed Insurance Advisor | Financial Educator
Helping families make clear, confident money decisions.
P: +1-204-596-0513
E: [email protected]
Local Here In Brandon, MB.
I live and work here too. I know the people and families here in Brandon. I’ve helped folks in different stages of life—new parents, workers, and retirees—make plans for their future. My job is to make sure your money works for you and your family.
Full-Time Help, All The Way
This is my full-time work, not a side job. I guide you from start to finish—insurance, savings, investments, retirement, and more. I want to make things simple, clear, and easy to follow.
Smart Tools, Simple Words
I use easy tools to check your financial life plans. But I explain everything in plain language, so you never feel lost or confused. My goal is to make sure you understand and feel good about your choices.
Always Here When You Need Me
You can call, text, or email me anytime with questions. I believe in being there when you need me—not just once a year for annual review of your portfolio.
Clear Plans That Work For Families
I make simple, step-by-step plans to help families:
+ Protect income and loved ones.
+ Save for kids’ school.
+ Build a safe nest egg for retirement.
No Cost/Fee For Meetings
There is no cost/fee for the meetings. If you ever choose to implement a plan, the company pays me. You never pay me out of pocket. That means you get lifelong support without cost. My hope is to build trust, be part of your family’s journey for many years and generations to come.
Verify My License
Search: Ankitkumar Patel | Brandon
On Insurance Council of Manitoba Website [Click Here]
Trusted by Families Like Yours
Many families already trust me to guide them. They send their friends and loved-ones to me too. That trust is very special, and I work hard to honor and earn it every day.
Know where you stand in 15–20 minutes. No cost. No pressure
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