Cedar Rock Financial Group
You've been working hard your entire life and likely dreaming of retirement for many of those years. You deserve your dream retirement. Travelling around the world, taking the grandkids out for a ride in your boat, spending hours on your passion project—this is what we want for our clients. As Langley's retirement experts with over 20 years of experience, our holistic approach and methods guide our clients to a happy and fulfilling retirement. Forming strong client relationships—getting to know you and your vision for your Golden Years—we work with you to create a plan to optimise your retirement. We assess your cash flow, budgets, legal documents, insurance, investments and more to create a strategic plan for you. Working together long-term, we schedule regular progress check-ins to...
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- Tax Planning
- Budgeting
- Estate Planning
- Business Succession
Sentiment Analysis
Always there for you and bring a level of confidence and trust that is hard to find in this business.
Time was used wisely and efficiently, they really have excellent customer service and a lot of experience to offer.
We found Jay to be professional, extremely knowledgable and helpful and would be happy to recommend him and the Cedar Rock Team.
In my initial communications with Jennifer, followed by my meetings with Jay, I feel confident in knowing more about my investments and contributions, but also feel comfortable asking questions and seeking honest advice.
Cedar Rock has looked after my investments helped it grow and advised on performance and assets diversification for better performance
Jay and the staff are always professional with our best interest in mind.
We have been with Cedar Rock Financial over the past number of years and Jay Brecknell and his team have been extremely professional and very helpful to us navigating our finances into retirement.
Jay and Chris have been awesome in helping me navigate through wills, powers of attorney, shareholder agreements as well as a company share sale.
I've known these folks for only 3 or so months and have so far found them to be very professional and courteous.
We came upon Jay and Chris at Cedar Rock Financial we met with them multiple times and they were very professional and patient with all the many questions we had and pointed us in the right direction to double check the facts about a switch to their services.
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