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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Troy Andersen
Certified Financial Planner®
President

Tel: 604-341-5686
Email: [email protected]

16741 – 84A Avenue
Surrey, BC
V4N 4W2

Latest News

  • 2025 British Columbia Tax RatesMay 1, 2025 - 7:31 pm
  • Tax Tips for Filing Your 2024 Income Tax ReturnMarch 31, 2025 - 1:34 pm
  • Bank of Canada Announces Interest Rate Cut Amid Economic UncertaintyMarch 12, 2025 - 9:08 pm
  • 2025 Canadian Controlled Private Corporation Tax RatesMarch 5, 2025 - 10:44 pm
  • 2025 Canada Money FactsMarch 3, 2025 - 11:54 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.

Our Dealer

Mutual funds are distributed through Desjardins Financial Security Investments Inc.

 
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