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

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....

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September 2024 market update

Oct 08, 2024 - Canada Life

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

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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....

Read more