OUR SERVICES

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

 

Serving British Columbia, Alberta and Ontario, we are honored to provide 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.

 

OUR TEAM

 

OUR CLIENTS

To play, press and hold the enter key. To stop, release the enter key.

 

CPHR BC & Yukon Present:

Compensation Strategy Symposium & Showcase

We are proud to be the Prime Sponsor of this compensation strategies symposium.  We encourage you to sign up for this event and please drop by our digital booth through out the day.

 

June 10th, 2021.  Compensation Strategy Symposium & Showcase

 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.