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Services

McLeod Mooney Financial Planning

An experienced and locally owned financial planning firm specialized in managing Group RRSPs and Pension Plans by Certified Financial Planners.  

 

Serving British Columbia, Alberta and Ontario, we are honored to provide direction and guidance to plan sponsors removing the CAP Guidelines liability from their organization.  As well as third party, non-partisan, certified financial planning and advice to all of our pension plan and Group RRSP members.

 

Through our dedicated team, we aim to provide all of our clients with the highest level of service and financial advice through all stages of life. We have built our company on a foundation of honesty, integrity, hard work and family values. We believe in building partnerships with all of our clients and giving back to the communities in which we live and work.

Team

OUR TEAM

CLIENTS

OUR CLIENTS

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Upcoming Events

McLeod Mooney Financial Planning has posted some in depth information on the key differences between the plan designs, and why you should consider joining your employers plan.
 
January 6, 2023

Contact Us

Pension Management, Group RSP or Financial Planning Questions?
Contact us here.

 

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