Contact Us
Troy Andersen
Certified Financial Planner®
President
Tel: 604-341-5686
Email: [email protected]
16741 – 84A Avenue
Surrey, BC
V4N 4W2
Latest News
How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade WarFebruary 5, 2025 - 1:29 am
TFSA vs RRSP 2025January 28, 2025 - 8:38 pm
2025 Financial CalendarJanuary 1, 2025 - 3:31 pm
2024 Year-End Tax Tips and Strategies for Business OwnersDecember 6, 2024 - 2:54 am
2024 Personal Year End Tax TipsDecember 3, 2024 - 8:41 pm
About
We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.