Centre For Financial & Retirement Planning

At Centre for Financial and Retirement Planning, we pride ourselves on providing personalized financial services to our clients. Our mission is to help you achieve your financial and retirement goals, whether you're just starting out or nearing retirement.

Who We Are

Centre for Financial and Retirement Planning was founded over 30 years ago by Kevin Friday, a Certified Financial Planner (CFP) and Certified Estate and Business Analyst (CEBA). With decades of experience in the financial industry, Kevin and his team have developed a unique approach to financial planning, which we call "Financial Engineering." This comprehensive approach involves creating a detailed model of your current financial situation, establishing clear goals, and laying out a roadmap to achieve those goals.

Services We Offer

At Centre for Financial and Retirement Planning, we provide a wide range of services designed to help you achieve your financial and retirement goals. Our services include:

• Retirement and Estate Planning: We help you create a comprehensive plan to ensure your financial security and peace of mind in retirement.
• Portfolio Management: Our team will work with you to create a diversified investment portfolio tailored to your unique financial situation and goals.
• Education Resource Planning: We'll help you plan for your children's education expenses and develop a strategy to achieve your goals.
• Budgeting and Cashflow Management: We'll work with you to create a budget and cashflow plan that helps you manage your finances effectively.
• Insurance Review: We'll help you review your insurance needs and provide guidance on the right insurance products for your situation.
• Mortgage Review: We'll help you review your mortgage options and develop a plan to achieve your financial goals.

What Sets Us Apart

At Centre for Financial and Retirement Planning, we're committed to providing personalized service and a balanced investment approach. Unlike other financial planners who may prioritize short-term gains or push products on you, we focus on developing a long-term plan tailored to your unique financial situation and goals. We're a fee-based financial planner, which means you pay a small percentage of your total portfolio, not hourly fees or flat fees for meetings. Our approach is designed to help you achieve your financial goals while minimizing risk.

Meet Our Team

Our team is dedicated to providing exceptional service and guidance to our clients. Kevin Friday, our founder and President, is a Certified Financial Planner (CFP) and Certified Estate and Business Analyst (CEBA), with over 30 years of experience in the financial industry. Jeanne Crater, our Office Manager, has been with us for over 15 years, ensuring that all the little details and extras are taken care of.

Get in Touch

At Centre for Financial and Retirement Planning, we're dedicated to helping you achieve your financial and retirement goals. Contact us today to schedule a free consultation and discover how we can help you achieve financial success.