THE RIGHT PLANS FOR YOU.

Professional financial solutions for organizations and individuals.

We provide consulting and brokerage services to Canadian employers offering group benefits and group retirement plans. We take a hands-on approach to ensure that plans are actively managed and contemporised, the best prices are secured, and plan members are engaged.

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Old fashioned service with a contemporary twist.

Redcliffe Financial is an innovative and established boutique advisory firm. Our services are comprised of three categories: employee group benefits, group retirement and individual financial planning solutions. We specialize in streamlining benefits plans to reduce administrative overhead, while enhancing employee experiences through technology and one-on-one plan member service.

For Employers

Expertly designed plans that fit your organization.

• Group Retirement Plans
• Group Benefits Plans
• Executive Strategies

FOR INDIVIDUALS

Financial services tailored to your individual needs.

• Estate Planning
• Contractor & Entrepreneur Health & Dental Plans
• Investment Management
• Mortgage Life Insurance
• Life Insurance
• Retiree Health & Dental Plans
• Travel Insurance
• Disability and Critical Illness Protection

Individual Services
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