SPEIR stands for Strategic, Professional, Ethical, Innovative & Reliable – all traits of how we operate our business and continue to strive for in the future.
Our team of advisors and licensed administration staff provide investment, insurance, financial planning and wealth management services for individuals, families and businesses of all sizes. Unlike many other financial institutions, we are not confined or limited to offering financial products or solutions from a limited number of companies. As a truly independent operation, we have the ability to match our clients with only the solutions that are truly right for them. We specialize in a variety of wealth management strategies including retirement planning, estate and tax planning, registered education and registered disability planning, business pension and benefits planning and investment services. Each member of our team follows a comprehensive plan to continuously further their knowledge and education in these and other areas.
Through consistent referrals from our satisfied clients, we are currently expanding and we service clients in B.C., Alberta, Saskatchewan and Ontario. By focusing on our client’s needs first and adhering to the strict standards set out by the Financial Planners Standards Council, we look forward to helping our clients succeed in reaching their financial goals.
With the understanding that we cannot be an expert in every aspect of the financial world, we have built an extensive network of legal, tax and estate planning specialists to assist us and our clients with specialized planning in these areas. We are proud to say that we won’t know the answer to every question but we will always know who to go to in the case of needing further expertise.
If you would like to find out more and are curious to check us out, give us a call today to set up a time to come by and meet the team. There is never any obligation or pressure and we’d be happy to show you around.