At Matte & Associates Financial Solutions, we focus on our clients' overall results - not just what they earn on their investments, but what they keep after taxes and fees. With over 20 years of experience, our team provides tailored solutions and advice to individuals, families, corporations, and charities. We prioritize our clients' success, offering expertise in investments, research, technology, and more. Our goal is to help our clients enjoy their wealth through excellence in service and innovative financial product design.

Smarter Financial Planning Ltd. provides expert financial planning services to individuals, assisting them in making informed decisions about their financial affairs. Their team, led by Derek Moran, offers personalized guidance on pension planning, insurance, retirement strategies, and more. From investment advice to portfolio management, they empower clients to achieve their financial goals. With decades of experience and a reputation for excellence, Smarter Financial Planning Ltd. helps clients navigate the complexities of financial planning and achieve a more secure financial future.

At Balance Financial, we understand the importance of tying a rope to your future. As a veteran financial planner and community connector, Shawna McCrea helps individuals and businesses navigate their financial journey. With a heart-centred approach, she addresses financial anxieties and discovers her clients' dreams, providing a personalized financial plan based on their unique goals. With 21 years of leadership experience, Shawna offers expertise in cash management, wealth management, retirement, tax considerations, and risk management. Her unique approach has created a community of individuals and businesses that collaborate to pursue their visions. Whether you're seeking financial advice or ways to build your business, Balance Financial is here to connect you to a better life.

J.P. Financial Inc. offers personalized financial solutions, including personal loans, mortgages, and merchant financing, with a focus on exceptional client service and efficient turnaround times. Since 2003, our team has been dedicated to providing tailored financial services to individuals and businesses across Canada.

At Peak Investment Services, we believe personal finance is more personal than finance. Our fiercely independent team provides clarity, compassion, and accessibility to help you achieve your financial goals. We offer personalized financial planning, investment services, and insurance products to individuals, families, and business owners in BC, AB, SK, ON, MB, and NB. Our goal is to build trusting relationships, provide peace of mind, and help you grow and protect your wealth.

WealthLINK Financial Services is a boutique style MGA offering innovative ideas, a supportive environment, and a dedicated team. We provide services to producers throughout British Columbia, offering a competitive compensation schedule, superior service, and sales support. Our team takes ownership of your problems and provides solutions, working with you to build your business. With an expansive selection of carriers, we help you broker the top companies in Canada.

Maccabee Financial provides insurance-based solutions, wealth growth strategies, and personalized financial planning to help business owners and individuals achieve financial freedom and live life to the fullest. With a focus on exceptional service and guidance, our team helps clients navigate complex insurance concepts and secure optimal solutions for peace of mind and financial protection.

Group One Planning Solutions (GOPS) is a Financial Planning services company that has evolved over many years to provide sound financial services and advice to our clients. Our experienced advisors work closely with clients to understand their unique financial goals and aspirations, and develop tailored solutions to help them achieve them. We believe that financial planning is a personal and ongoing process, and that navigating the complexities of financial markets and regulations requires the guidance of a professional. We take the time to get to know our clients, understand their values and goals, and develop customized financial strategies to help them reach their financial objectives. Whether you're building a nest egg, planning for retirement, or simply wanting to ensure your financial security, we're here to help.

At Wealthy Tortoise Financial Group, we understand that building a life into retirement and beyond requires determination, discipline, and a steady pace to the finish line. Our proprietary process works by asking questions and listening to your answers, uncovering challenges and opportunities you didn't realize existed. We transform complex business structures, agreements, statements, and family dynamics into elegant solutions, empowering you to live your best life. Whether you're dealing with a crisis or opportunity, we provide a steady and responsive approach to the creation, protection, and distribution of your wealth.