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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 GoalThat you enjoy a stress-free retirement

Your personal finances should not be a source of stress. We’re here to make sure that you’re taken care of through all 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.

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 circumstance 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, information overload is overwhelming and freezes people. We’re here to provide the right information at the right time and answer any question you have so you can thrive.

Our TeamMeet your financial team

Jay Brecknell

CFP® – Certified Financial Planner®

Chris Singer

CFP® – Certified Financial Planner®

Chris WiensCFP® – Certified Financial Planner®

Chris is a Certified Financial Planner who has been working in the financial services industry since 2014. He enjoys making a difference in the lives of others through financial planning.

Receiving his Bachelor’s and Masters degrees in Business Administration from Trinity Western University, he returned to his Alma Mater as Assistant Coach of men’s hockey, where he stayed until entering the financial services industry in 2014. He’s loved it ever since!

Chris loves spending time with wife Serenity and four children. He also playing hockey, softball and golf when he can.

Rhonda Olsen Para Planner & Admin Support

Rhonda joined our team in January 2022 as a Para Planner/Admin Support. She has been in the financial services industry since 2011. Rhonda started her career in the banking industry and transitioned to Wealth Planning after completing her Certified Financial Planner (CFP) designation in 2014. She believes in lifelong learning and has also earned her Elder Planning Counsellor (EPC) designation. Working alongside Jay and Chris her focus is to assist clients in reaching their financial goals.

In her spare time, you’ll find Rhonda hiking through the woods or spending time with family and friends.

Jen Whiting Admin & Client Services

Jen has been working in the financial services industry since 2005 as Chris Singer’s assistant and is an integral part of the Cedar Rock planning and investment team.

Jen’s background in the hospitality industry, combined with her knowledge of the financial industry make her a great resource. She has enjoyed building relationships with our clients over the years and is committed to ensuring that they receive the best service available. Outside of the office, she enjoys spending time with her family and puppy Stella.

Jen also won’t say no to the occasional lemon-drop martini.

Jennifer Carson Admin & Client Services

Jennifer has been with Cedar Rock since 2016. She provides administrative support and works closely with our planning and investment team.

Jennifer has a background in the hospitality industry and this, in tandem with her growing knowledge in the financial industry, allows her to provide and outstanding level of service to our clients.

In her free time, she loves watching movies with her family and spending time together in any way.

Taiya BrecknellAdmin & Client Services

Taiya joined the Cedar Rock team in October 2021 and works closely with our Certified Financial Planners to develop comprehensive financial plans for our clients.

Taiya is currently pursuing her joint Anthropology and Archaeology degree at Simon Fraser University. She enjoys hiking, kayaking and paddle boarding in the summer, and spending time with friends and family year-round.

Jennifer Brecknell Bookkeeping & HR

Jen has been working in the financial services industry ever since she started with North Shore Credit Union back in 1989. She started as a teller in the industry, and over the last decade she has been focused on bookkeeping.

Jen loves to go on walks at a fast pace, spend time with her friends and family, and bake sweet treats whenever she can.

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