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

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A Deep Dive into the Corporate Liability for Group Retirement Savings Plans and Defined Contribution Pension Plans

January 27, 2021, 11:00am. PST (mark your calendars)

 

Read more here

 

Need more details? Contact us

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

All Products and Services Provided by McLeod Mooney, unless noted otherwise.  Insurance provided through Customplan Financial Advisors Inc. & Peak Insurance Services.  Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.  Investia Investor Privacy Policy.  This site respects the confidentiality policy. Its use is subject to the conditions of the legal notice.   Formal complaints to the Mutual Fund Dealers Association can be made here.

© 2020 McLeod Mooney 

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