Financial Advisors in the Heart of Fort LangleyThere’s one rule about life: expect change
Experience the freedom of being able to weather all of life’s curve balls with full-service retirement planning. Feeling anxious about the unknown journey that is your retirement? It’s time to dream big and become confident in your future. All it takes is a plan, and our financial advisors are here to guide you.
DISCOVER HOW
servicesYour partners in financial planning
You’ve been working hard your entire life and likely dreaming of retirement for many of those years. You deserve your dream retirement. Travelling around the world, taking the grandkids out for a ride in your boat, spending hours on your passion project—this is what we want for our clients. As Langley’s retirement experts with over 20 years of experience, our holistic approach and methods guide our clients to a happy and fulfilling retirement. Forming strong client relationships—getting to know you and your vision for your Golden Years—we work with you to create a plan to optimise your retirement. We assess your cash flow, budgets, legal documents, insurance, investments and more to create a strategic plan for you. Working together long-term, we schedule regular progress check-ins to ensure your financial plan continues to support your retirement goals over the years.
As certified financial advisors, our retirement planning services include:
- Tax planning
- Budgeting
- Estate planning
- Business succession
- Ongoing financial progress meetings to keep your plan current and in line with your life changes
who we are You could say we’re experts; we’ve retired hundreds of times
Retirement planning is a lot like climbing Everest: it’s a journey. And in order to reach the top and experience peace of mind, you need a guide. Someone who knows the terrain and can help you along the trickier passages. At Cedar Rock, we’ve guided hundreds of clients along their journey, from financial consulting to planning taxes, investments, estates and business succession. We walk with you so you can enjoy the adventure without having to fret over the little things.
Because once you reach the summit, it really is a breathtaking view.
Why Us It’s like taking advice from a friend, except we know what we’re doing
We know life can get busy and you’ve got lots on the go, so let us do the heavy lifting for you. With over 20 years of experience as Certified Financial Planners, we’re here to:
• Simplify your financial world
• Organize your financial information
• Protect your assets
• Help you prosper
You only get to retire once. Let’s make it the best it can be.
articles Straightforward answers to your financial questions
The more you know, the more empowered you are to make sound financial decisions. While our advisors are always happy to help you with any questions you may have about your financial future, we’ve created a collection of articles on everything from tax planning, to investments, to retirement planning. No jargon or convoluted talk that makes you feel like you’ve been spun in circles, just straightforward advice—the kind you would get from a friend if they had a ton of knowledge and experience with financial planning.
We are always expanding this resource, so be sure to check back regularly.
We’d love to have you over for a cup of coffee
Are you ready to discover the benefits of financial security, free from stress and worry? Then book a free discovery call with us. This is an opportunity for us to get to know each other. In the call, we’ll ask you about your goals and your financial picture. In turn, you’ll get to hear how we work. If you feel confident that we can help you reach your goals, then we’d love to have you in the office for an in-depth chat.
We can do tea if you prefer.