Our goal is to provide our clients with both professional advice and quality service across a number of important areas:
Where are you now?
Unique pre-retirement seminar expertise
Since 2002, Stapher Financial Planning Group's advisors have been delivering the pension and financial components of pre-retirement seminars provided by The Retirement Planning Institute (RPI). Discover more
The Retirement Planning Institute is the foremost provider of pre-retirement seminars to the Federal Public Service and other public sector organizations.
Over the years, with extensive experience in various individual pension scenarios, Stapher Financial Planning Group has become adept at handling pension portability issues that arise when individuals change employers. These issues are complex from both pension and tax perspectives, as they are unique to each person's situation and the possible combinations of pension plans involved.
If you are thinking about changing jobs, it is crucial to evaluate how this change will affect your overall pension benefits. Being informed before or immediately after changing employment ensures that you maximize your pension entitlements and do not miss any time-sensitive opportunities.
After a lifetime of working and saving, it's important to ensure that your money is working as efficiently as possible to generate the income you need while maintaining a risk profile that suits you.
Stapher Financial Planning Group advisors will continue to support you during this significant phase of your life, ensuring your plans stay on track by leveraging our extensive investment and financial planning expertise.
To enhance our pension plan advice, Stapher Financial Planning Group advisors have direct access to the expertise of the pension and actuarial consulting firm, Welton Parent Inc.
Welton Parent Inc. has exceptional expertise in relation to the Public Service Superannuation Act (PSSA), which governs the pension plan for Federal Public servants.
Since 2002, Stapher Financial Planning Group's advisors have been delivering the pension and financial components of pre-retirement seminars provided by The Retirement Planning Institute (RPI). Discover more
The Retirement Planning Institute is the foremost provider of pre-retirement seminars to the Federal Public Service and other public sector organizations.
Over the years, with extensive experience in various individual pension scenarios, Stapher Financial Planning Group has become adept at handling pension portability issues that arise when individuals change employers. These issues are complex from both pension and tax perspectives, as they are unique to each person's situation and the possible combinations of pension plans involved.
If you are thinking about changing jobs, it is crucial to evaluate how this change will affect your overall pension benefits. Being informed before or immediately after changing employment ensures that you maximize your pension entitlements and do not miss any time-sensitive opportunities.
After a lifetime of working and saving, it's important to ensure that your money is working as efficiently as possible to generate the income you need while maintaining a risk profile that suits you.
Stapher Financial Planning Group advisors will continue to support you during this significant phase of your life, ensuring your plans stay on track by leveraging our extensive investment and financial planning expertise.
To enhance our pension plan advice, Stapher Financial Planning Group advisors have direct access to the expertise of the pension and actuarial consulting firm, Welton Parent Inc.
Welton Parent Inc. has exceptional expertise in relation to the Public Service Superannuation Act (PSSA), which governs the pension plan for Federal Public servants.
