Financial Planning Services A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Please take a few minutes and think about this: - Do you want to retire without having to change your lifestyle? - Do you want to leave the maximum amount possible to the loved ones behind you after your death?

If you said yes to either of these questions, then we can help you to accomplish your goals and dreams.

We can help you with your: RRSP and RRIF planning and transfers; Pension plan decisions and transfers; RRSP loans; Mutual funds and investments; high yield savings accounts; Individual and group life, accidental death and sickness insurance.

Please note, products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through Security Financial Services and Investment Corp.

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Pitt Meadows, BC V3Y 2C5 

9 a.m. to 9:00 p.m. Monday to Friday
Saturday & Sunday Appointments Available

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