Certified Financial Planners Serving Kamloops, BC
McLeod Mooney Certified Financial Planning is an experienced and locally owned financial services firm specialized in managing Group RRSPs and Pension Plans.
Our Services
Group RRSP & Pension Planning
When it comes to the management of Group Retirement Savings Plans & Pensions the most important aspect from our clients (the employer) standpoint is meeting the Capital Accumulation Plan (CAP) guidelines.
These guidelines were developed to ensure the plan members (the employees) were getting quality investment advice and personal care. These standards can be a liability to the employer if not followed.
We work in partnership with our clients to remove that liability from their plate.
Wealth Management & Financial Planning
Money can be confusing. At a young age most of us learn how to earn it, but it doesn't come with an instruction manual, and rarely are we taught how to manage it.
Our process is focused on listening to you, and identifying your goals and financial aspirations.
Once we understand what your financial goals and aspirations are, using expertise, technique, and professional collaboration we help to integrate your investments, risk management strategies, retirement, and estate planning in one clear and concise financial plan.
