Resources & Tools

Our Tools

Please click on the links below for a personalized and confidential assessment of your current financial situation

Retirement Planning Assessment
Saving for a Major Purchase Assessment
Education Saving Assessment

Resources: Always Here to Help You

At Stratego Financial, our sole purpose is to engineer a financial game plan for YOUR life. Whether you're looking for the right financial planning advice or financial product, we have the best team to guide you every step of the way. We believe that education is the foundation of strategic wealth management and retirement planning. Feel free to contact us for more financial planning information or peruse our personally recommended links below:

Investment Resources

AGF Management Ltd
CI Investments Inc.
Dynamic Mutual Funds
Edgepoint
Franklin Templeton Management Ltd
Invesco /Trimark Funds
Mackenzie Financial Corporation
Manulife Investments
Northwest & Ethical Investments

Insurance Resources

Advocis
Assumption Life
Canada Life
Edge Benefits
Empire Financial
Equitable Life
Great West Life
Hub Financial
Industrial Alliance Pacific Life
(FlexSave)
Manulife Financial
PPI Solutions (BC) Inc.
SSQ Insurance
Sun Life
Transamerica Life

Financial Resources

Bank of Canada
BC Securities Commission
Canadian Investor Protection Fund (CIPF)
Canadian Life and Health Insurance Association (CLHIA)
Canada Revenue Agency (CRA)
Human Resources and Social Development (HRSD)
Investment Industry Regulatory Organization of Canada (IIROC)
SEDAR