Langley Financial PlannersWe’re here to simplify retirement planning
Planning for retirement is exciting. But it can easily get overwhelming. And that’s why we’re here: we take on the complicated aspects of retirement planning so you can have the freedom to dream and live the life you want.
DISCOVER US
Our Commitment To help you enjoy a stress-free retirement, and to give back to the community.
Your personal finances should not be a source of stress. We’re here to make sure you’re taken care of through all the phases of life. How do we do that? By working with you to build a financial plan that makes sense for you. We then implement it, taking the administrative burden off your shoulders so you can focus on what matters most.
Cedar Rock is deeply rooted in Langley. Our commitment to this community extends beyond our work; it’s reflected in how we show up every day. Giving back isn’t an initiative—it’s part of who we are—and this is how we give back.
We have been working with Jay and his team for several years and couldn’t be more pleased, we made the right decision. We feel very confident that he is looking after our investments with our best interest in mind. Jay communicates well and is quick to answer any questions or concerns we have in a clear and professional manner using layman terms. Jay worked with us to personalize our portfolio and during the transition of moving our retirement investments from Canadian Banks to amalgamate into Cedar Rock without us ever feeling pressure to do so. Jays’ attention to detail and personal nature has made us thankful for making the move to Cedar Rock.
F. NICOLETTE
Core ValuesAbove all else, we put people first
Proactive. Not Reactive
Benefit from our straightforward, personal approach to managing your finances. Life happens. Stocks crash. Economies boom. We’re always looking ahead, planning for various contingencies to make sure you’re in the best position to reach your goals—no matter what.
Improving Life For You
Working together, we set measurable targets and build plans that produce results. But the key to success for us is building strong relationships. It’s by getting to know you that we’re able to provide the best advice for your personal circumstances and achieve the best results.
Sharing Knowledge and Expertise
On the one hand, the more you know, the better decisions you’re able to make in the way you manage your finances in your day-to-day. On the other hand, information overload is overwhelming and freezes people. We’re here to provide the right information at the right time and answer any questions you have so you can thrive.
Our TeamMeet your financial team
Jay Brecknell
CIM® – Portfolio Manager®
Chris Singer
CIM® – Portfolio Manager®
Chris Wiens
CIM® – Portfolio Manager®
Ivo Ciurlizza
CFA® – Portfolio Manager®
Jen Whiting Client support associate
Jen is a Client Support Associate at Cedar Rock and has been with the firm since 2005.
She plays a key role in delivering a smooth and organized client experience, supporting the team with account administration, documentation, and client communication. With nearly two decades of experience at Cedar Rock, Jen brings a deep understanding of client needs and the firm’s processes.
She is known for her reliability, attention to detail, and commitment to ensuring everything is handled efficiently and professionally.
Melena Roussos client support associate
Melena is a Client Support Associate who helps ensure a seamless and well-organized experience for Cedar Rock clients.
She brings over 20 years of experience, primarily in the hospitality industry, where strong communication, responsiveness, and attention to detail are essential. She works closely with the planning team to support business owners, professionals, and executives, assisting with onboarding, account coordination, and ongoing administrative needs. Melena takes pride in keeping everything running efficiently behind the scenes.
Her proactive approach and strong organizational skills help clients feel supported while allowing them to stay focused on their priorities.
Shannon Boscariolclient support associate
Shannon is a Client Support Associate at Cedar Rock, focused on providing responsive and detail-oriented support to both clients and the advisory team.
She brings over 20 years of administrative experience, with a strong background in organization, communication, and client service. Shannon works closely with both clients and the team to help ensure a smooth and well-coordinated experience.
She is committed to delivering a high level of service and support in every client interaction.
Chelsea Woodward client support associate
Chelsea is a Client Support Associate at Cedar Rock, where she helps keep the client experience organized and running smoothly.
She brings over 20 years of administrative experience, primarily in the construction industry, where strong communication, coordination, and attention to detail are essential. These strengths carry directly into her role supporting both clients and the planning team.
Chelsea is known for her dependable approach and commitment to ensuring that requests are handled efficiently and accurately.
JenniferBrecknell finance manager
Jen is the Finance Manager at Cedar Rock, overseeing the firm’s internal financial operations and supporting the overall efficiency of the business.
She is responsible for accounting, reporting, and administrative processes that help keep the organization running smoothly. Jen’s work ensures the team is well-supported behind the scenes, allowing advisors and staff to focus on delivering a high level of service to clients.
She is known for her attention to detail, organization, and consistent approach to managing the firm’s day-to-day financial operations.
Between my wife and I, and with me being one of those people who seemed to change careers every 10 years or so, we had accumulated a trail of pensions and investments that needed some serious organization. Being in the market for a financial adviser, Jay was recommended to us by a trusted friend and we couldn’t be more pleased. Knowledgeable, professional, and very approachable, Jay knew all the right questions to ask. He quickly and efficiently gathered all of our loose threads into an efficient and productive investment machine. Highly recommend.
A LARSEN