Cedar Rock Financial Group - Langley Twp, British Columbia

David W.

Jay and his team at Cedar Rock Financial have been a pleasure to work with. They began by conducting a thorough review of our current financial holdings, assets, and debts, followed by a detailed analysis of our workplace benefits—including insurance coverage and pension plans. Jay even connected directly with our benefits coordinator to ensure he had the most accurate and up-to-date information.

They built a comprehensive, personalized financial strategy tailored to our family’s unique needs. This included setting achievable targets, planning a long and well-funded retirement, and most importantly, securing long-term provisions for our disabled son, well beyond our lifetimes.

Jay and his team look ahead, anticipate future needs, and take a proactive approach. This isn’t just about saving—it’s about building a strong, sustainable plan, supported by expert execution through their portfolio management team at Aligned Capital Partners.

We’re incredibly grateful for the care, diligence, and expertise they bring. Highly recommended!

Richard M.

We have been clients of Cedar Rock and their previous company structure for three decades. It is rare that one can find such excellence in financial management early in life. Jay and Chris have guided us through many negative market events over the years and we now enjoy a comfortable retirement due to their skills and attention to detail. Knowing they are "at the helm" provides us a stress free life. The care they show and the ability to reach them personally at all times is unique in the industry. We cannot express our gratitude enough for their work and friendship.

Kris J.

I've been a client of Cedar Rock Financial Group for several years now, and I can honestly say it's been a fantastic experience. They've truly taken a significant financial burden off my shoulders. Before working with them, the thought of managing investments felt overwhelming and stressful. Now, I have complete peace of mind knowing my portfolio is in capable hands. Their team is knowledgeable, professional, and always responsive. They've helped me navigate complex financial decisions with ease and clarity. I highly recommend Cedar Rock Financial Group to anyone looking for expert financial guidance and a stress-free investment experience.

Paul D.

IMHO, the compelling reason to do business with the Cedar Rock Financial Group is their attention to detail and focus on the client's problems needs and goals. Jay takes the time to ensure all questions and concerns are answered. Simply put, Jay and his team are fantastic. Highly recommend by yours truly. 🙂

Ron E.

We have been very happy to have found Cedar Rock Financial Group. They listened to our needs, and our questions. The information we have gained from them has been so valuable. They have straightened out our retirement and Insurance portfolios to make sure we will have what we need as the future is upon us now! They have been so easy to deal with, fast, efficient, understanding and always there to answer any and all questions. We are now fully confident for the first time that we are getting the best help for us

K K.

Cedar Rock Financial Group has been there for me in guidance with my future before and after my retirement. Without them not sure I’d be where I am today!Retirement has been the best decision I’ve made and they have help show me how great I could survive with my investments. They really know their stuff and what you would need for you and your future.

Thanks for all you do for me Cedar Rock Group

Alan D.

We have been with Chris and Jay for several years now and we are so happy we made the switch from our previous financial advisors. Year over year our portfolio continues to grow even in difficult market times like the one we are currently experiencing ! Their team are experienced and committed to helping their clients and have a hands on approach. We would highly recommend Cedar Rock to help reach your financial goals. Alan & Leslie Davison

Patrick P.

We're very satisfied with how Cedar Rock is handling our retirement account. Our funds are performing well, they take the time to explain the details and they are available for us any time we have questions.