TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with you to educate, facilitate, and coordinate your financial affairs, so you can concentrate on what you do best.
I have been practicing in the family market for the past 47 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.
As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.
"Financial Planning is not a product, it is a process" Dixie Allen.
Joining the insurance industry in 2003, Gurbinder brings
almost 2 decades of sales experience working the financial services fields.Gurbinder first started his
journey in the insurance industry as an advisor and from there has held many
positions – such as inside wholesaler, external wholesaler, sales manager for a
national MGA, a Regional Vice President for an insurance
carrier, and most recently a Business Development Executive for another national MGA. Gurbinder is a strong believer in continuing education, most recently
receiving his EPC designation. Gurbinder was voted one of the top 14
wholesalers in Canada in 2016 by the Life | Health Professional magazine. In
December 2018, Gurbinder joined the Insurance Council of British Columbia as a
non-voting member. Gurbinder regularly consults with different insurance
carrier partners on product and marketing development. Recently, in March 2021,
Gurbinder was interviewed for MoneySense magazine to provide transparency on
advisor roles and compensation. Gurbinder currently holds the following designations - QAFP™, CHS, CEA, EPC, FIC, ALMI, ACS.
My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.
Currently i hold the following designations:
and a Bachelors in Finance.
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.
We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.
Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.
On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..
We provide strategic financial advice to individuals, families and businesses.
Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.
I am a Certified Financial Planner (CFP) Professional, Chartered Professional Accountant (CPA, CMA) that is IIROC and Life Licensed.
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he tied for the second highest mark in the country when completing his final certification exam.
As both a Certified Financial Planner with a specialization in estate planning and intergenerational wealth strategies, and a Certified Executor Advisor, Matthew is uniquely equipped to partner with families as they prepare for future estate transitions so as to assure that no details are overlooked and the process is as smooth and efficient as possible, minimizing risks of family conflict and liability. When the time comes that his clients pass away, Matthew is a qualified and experienced resource who partners with his clients' children and walks them through the estate settlement process.
As one of the founding partners at Lighthouse Private Wealth, Matthew has built an industry leading team that ensures a top tier experience for the people and organizations that deal with him.