Welcome to Concept Group Financial Planning Ltd.
Retirement planning requires detailed thought into a variety of areas that need financial expertise, such as lifestyle choices, estate planning, and wealth management. Your financial plans should be considered as a whole, not as a handful of strategies potentially in conflict.
Through our , Concept Group can partner with you to create a tailored financial plan with recommendations specific to you.
|We publish a quarterly newsletter with relevant and timely information for clients and interested friends. Feel free to sign up and keep in touch!|
|Concept Group hosts regular educational seminars on topics like Investing 101, Estate Planning, and Insurance. Visit the seminar page on our website to find out more.|
January 23 - 7:00pm – 8:00pm: Concept Group Financial Ltd. will be hosting an education event at their office located at 2222 St. John St. in Port Moody. Karen Tyrell will be the guest speaker on the topic: “Wandering and Dementia: Making sense of it.” (In light of the recent situations of those with dementia who have gone missing or who are still missing) Seating limited. Please register by calling 604-939-2345
Today's Best GIC Rate: 2.80%
Call for today for a rate hold.
As an independent GIC broker, we provide a simple, safe and secure way to purchase your GICs at the highest available rates.
Want to invest in your community, save people money, and provide protection for the next generation? Share the Wealth!