See what our client's have to say...

"Wayne has been our financial planner for many years now. His financial knowledge is superior and he always applies it with integrity and honesty. We find his professional approach very refreshing compared to other planners we dealt with in the past. Wayne invested my pension portfolio and has nearly doubled it over the last 10 years, not bad considering the state of the economy!

I have referred numerous friends and family to Wayne and would do so again in a heartbeat."

- Sheila.

About Us

Welcome to Western Canada's Leading Independent Financial Planning
and Investment Advisory Company.

Over the past decade, Retirement Planning Inc. in association with Global Maxfin Investments Inc. has helped hundreds of individuals, families and business owners realize their personal and professional aspirations by making their wealth grow and planning their financial futures.

Retirement Planning Inc. in association with Global Maxfin Investments offers independent and expert advice on investments, financial planning, insurance, tax planning and savings, retirement, estate planning, as well as banking and credit solutions.  With over 20 years of investment experience, we bring you a wide range of high quality investment options and resources that are fully customized to meet your financial objectives.

We are focused on providing our clients with in-depth and specialized financial planning services to maximize their cash flow, minimize debt and taxes, and protect and grow their financial assets. As an independent financial planning firm, we have access to a wealth of products, and therefore can recommend the products that best suit your unique requirements and financial goals. Our firm was founded on the principle of putting our client’s best interests first. With this at the basis of our operations, we believe that your financial success will reflect upon our success. You can be confident in the information you receive from us - whether we are examining investment performance or recommending retirement planning options, because we always provide unbiased, trustworthy advice, tailored to your financial needs.

Mission Statement

We aim to be the most useful, reliable and efficient provider of Financial Services. It is our continuous endeavor to be unbiased, trustworthy advisors to our clients, helping them achieve their financial goals.

Vision Statement

To be the preferred independent financial planning and investment advisory company in Western Canada by providing our clients with informed choices that produce lasting value, and create wealth for them to make their tomorrow better than today.

Core Values

Our core values guide how we do business, from strategic planning to day-to-day decision-making, and how we treat our clients and stakeholders.

Client-Focus - We always strive to do what is best for our clients, thereby ensuring deep and long-lasting relationships.

Integrity - We emphasize ethical, honest behavior in every aspect of our business, resulting in a firm that is trusted by our clients.

Excellence - Our commitment to professional excellence ensures that our clients receive the highest quality service offered.

Experience - Our experience as Certified Financial Planners enables us to quickly understand the challenges, needs and goals of clients, thereby helping them solve problems, develop alternatives, and find creative ways to achieve their financial goals.

Community - We are committed to giving back to our communities, by committing time, capital, and resources to charitable causes. We believe our clients will thrive in communities where everyone has the opportunity to work, learn and succeed.

*Mutual fund products and services are supervised and a registerable activity of Global Maxfin Investments Inc. Global Maxfin Investments Inc is not responsible for any activity related to such gainful occupation as they are not deemed business to the dealer