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

August 2024 market update

Sep 06, 2024 - Canada Life

For the month ended August 31, 2024...

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July 2024 market update

Aug 08, 2024 - Canada Life

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

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June 2024 market update

Jul 17, 2024 - Canada Life

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

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Revue des marchés de juin 2024

Jul 05, 2024 - Canada Vie

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

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May 2024 market update

Jun 06, 2024 - Canada Life

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

Read more