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

February 2025 market update

Mar 06, 2025 - Canada Life

For the month ended February 28, 2025. Read our monthly update to find out what’s been moving markets....

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January 2025 market update

Feb 06, 2025 - Canada Life

For the month ended January 31, 2025. Read our monthly update to find out what’s been moving markets....

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December 2024 Market Update

Jan 10, 2025 - Canada Life

For the month ended December 31, 2024...

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November 2024 market update

Dec 06, 2024 - Canada Life

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

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October 2024 market update

Nov 06, 2024 - Canada Life

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

Read more