How We Help
Getting you where you want to be
We are an integrated financial planning firm that provides clients with
the very best in financial advice, products and services.
Sports Professionals
We know that being in the professional sports industry means you face some distinct challenges. We have the experience and understanding to tailor a financial planning strategy for your specific needs.
Group Benefits
Whether you are a sole proprietor or have a larger group of any size, there are different options and opportunities to protect, attract and retain employees.
Life and Disability Insurance
As your personal insurance adviser, we can help provide protection coverage such as Life Insurance, Disability Insurance, Critical Illness Coverage, and Long Term Care Coverage.
GIC Brokers
Have you ever used a mortgage broker? Then you should try a deposit broker! As an independent deposit broker we can get you better rates for your Guaranteed Investment Certificates (GIC) and Savings Accounts.
Wealth Management
Whether you are just starting out, in the middle of your life, reaching retirement or a high net worth individual we provide excellent service and outstanding advice.
Retirement Planning
Concept Group has over 20 years of experience in working with people at different stages of life, with unique challenges and goals. We use our comprehensive and proprietary Wealth Navigation Process™, to map out achievements in each area of your retirement planning. The extra ways we provide service to you will also give you the confidence you need to move forward with us.
Contact Us
Contact us for a complimentary, no-obligation consultation
2222 Saint Johns Street
Port Moody, BC V3H 2A7
Phone: (604) 939-2345