Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.Learn More
Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.Book your Appointment Today
Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.Give us a call today
If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.Don't wait! Contact us today.
We use creative financial solutions to turn our clients' life dreams into reality.
Our Commitment to our Clients
Each of these four habits is based on showing respect and appreciation for other people. Many of our business principles are derived from The Strategic Coach®.
As The Pension Specialists™ we have created and customized a wide range of services to ensure that our clients maintain their future lifestyle.
1 January, 2014
Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »
- Wayne Wilson
The Pension Specialist Team has met and exceeded our expectations when dealing with our financial matters right from the fact that a live person answers the phone without any caller I.D. or call display to the fact that we always received follow up in a timely matter as to any concerns we had.
- Michelle Landry and Mike Griffiths
Thanks to Shelley and your staff for preparing an excellent and very detailed report on our financial and retirement options, the information has made decision-making not only easier but most importantly - better informed.