Project Financial

Where Financial Planning Meets Family Well-being

 

Project Financial is a think-tank of Financial Planners specializing in all areas of finance. Through our unique backgrounds and years of experience - our goal is to collaborate and provide sound holistic advice to Canadians. With operations in BC, AB, ON, and the Maritimes we help people coast-to-coast. As brokers, we work with many different carriers and provide product recommendations that are best for our clients. 

Jose Ogalino

Financial Security Advisor (Principal)
Investment Representative

Simon Elias, CFP

Recent Posts

April 2024 market update

May 07, 2024 - Canada Life

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

May 07, 2024 - Canada vie

Pour le mois ayant pris fin le  30 avril 2024...

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March 2024 market update

Apr 05, 2024 - Canada Life

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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