We use creative financial solutions to turn our clients' life dreams into reality.
Our Commitment to our Clients
- Show up on Time
- Do What we Say
- Finish What we Start
- Say Please and Thank you
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.
Shelley Johnston Featured in The Globe and Mail
A well-coordinated retirement plan can include both an RRSP and a TFSA. Shelley Johnston, IPC Advisor from Whitby, ON, weighs in on the discussion on how investors can balance between their RRSP and TFSA investments as their personal circumstances change. As Shelly says, “in a perfect world, one would max out [both] their RRSPs and their TFSAs. However, we all know we don’t live in that perfect world.”Read full article
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.- Michelle Landry and Mike Griffiths
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.- Wayne Wilson