Plan now for your financial future

You know what’s really important, so find time to plan accordingly.

Most people don’t spend their entire day thinking about retirement and financial planning. At Concept Group, we do. Call us and take the opportunity to explore and understand your personal situation through a series of one-on-one meetings. Ask questions, recognize your options and make informed decisions. We want to partner with you to help you accomplish your life goals and dreams.

Free Financial Seminars

CLIENT_EDUCATIONWe offer a series of free education workshops for individual clients and corporations.

Here are two examples of our seminars:
Investing 101- An interesting overview to help you feel comfortable despite today’s markets.

TFSAs and RRSPs-Learn the benefits and negatives of each and how to utilize each investment vehicle to its best advantage.


Informational Newsletter

Subscribe to our complimentary newsletter to receive the latest news and tips on financial planning and our services.


Want to invest in your community, save people money, and provide protection for the next generation?

Plan now for a secure financial future

Contact us for a complimentary, no-obligation consultation

604 939 2345