
RRSP Contribution Deadline March 1, 2023.
Meet with an Advisor to make a contribution today.

Someday will come, plan to enjoy it.
Daydreaming about a relaxing retirement? With guidance from our Advisors,
you can be confident your plan is on track to achieve your retirement goals.

Plan with a Purpose
With the right advice, planning with a purpose means staying
on track for retirement while still achieving your other financial goals.

Let's get you moving
Feeling like it’s time to be more independent? Buying a first home isn’t all that
scary when you have Advisors from Copperfin with you every step of the way.

It's okay to ask for advice
Sometimes that second opinion can come in handy.
Confirm you're on the right path with one of our expert Advisors.

Notice of Director Nominations
Nomination period opens January 30, 2023 and closes February 10, 2023.

Align your investing and values.
Give your money the power to make a positive impact on our community.


Timely Tactics to Trim Your Tax Exposure
Take a look at tax saving opportunities prompted by both
time of year and time in your life.