Sterling Advisory Inc. - Kelowna, British Columbia

Vivienne C.

Sterling Advisory Inc, and in particular Mr Mark Walker, assisted me in successfully transferring my UK pension to Canada efficiently and professionally. Mark explained every step and action clearly; he responded to my calls and emails promptly and provided all the information I needed to make decisions about my pension. He diligently followed up with the UK pension provider and kept me fully up to date at every stage of the process. I am more than satisfied with Mark's work; I have enjoyed his warm and friendly manner, and have confidence in his work going forward. I would highly recommend Sterling Advisory Inc.!

Natasha T.

My husband did some research for a representative who could help us transfer our UK pensions to Canada, as we now reside here. There were a lot of positive reviews on Sterling Advisory and of course after having a lengthy discussion with Mark Walker, owner of the company, we decided this was the company we could work with.

From the start of the transfer process to the end, Mark was always 100% involved. When there were pushbacks from the UK pension providers, Mark will call or email me to explain what I needed to do to get things moving along. I never once felt like I was left alone to deal with the process. Mark was always available at the other end of the phone/email any time I needed to discuss or have questions. I felt comfortable and not at all overwhelmed by the process thanks to the level of involvement from Mark.

My pensions have now all safely transferred to Canada and Mark is still very much in touch through email to advise or make me aware of any next steps. I cannot recommend Sterling Advisory Inc highly enough . It’s overwhelming enough moving to a new country, and especially where the process involves government entities on both ends. Having a company and someone like Mark, helping with your pension transfers definitely take away the stress and worries with these technical financial dealings.

Thank you so much Mark for all your time and patience. It has been and still is a pleasure to do business with you. You take customer service to a whole new level.

Lynda S.

Worked with Mark moving a deferred pension from UK to a QROPS scheme in Canada. Patiently answered all my questions, explained the complexities well, no pressure. Following uncontrollable delays, he spent time over the Christmas season ensuring all was completed before a deadline! Excellent service.

Carole M.

We worked with Mark Walker to transfer over a private pension from the UK to a QROPS in Canada. He guided us amazingly through every step and the process was seamless. We could not recommend Mark and Sterling enough.

jeff A.

Found Mark through expats FB site about transferring company pensions from the UK. He was extremely knowledgeable and helpful walking me through the complicated process. Not only did he assist me step by step he was in constant communication with the pension providers to keep things moving along smoothly. I would highly recommend anyone thinking about this to contact Mark.

JOSEPHINE B.

Sterling Advisory have been excellent! Mark Walker, who I reached out to years ago, remembered me and gave me excellent advice while I transferred over my personal pensions. He was always willing to give me advice and was on hand at every step of some very tricky and lengthy transfers. I would fully recommend him and Sterling Advisory to get any transfers made, they are an asset and their follow up and care is amazing

Ann S.

Brilliant. Moving pensions is an arduous and time consuming project. Not to mention scary. There are so many hurdles to cross. Avoiding scammers, paperwork, restrictions, tax concerns etc, It’s overwhelming!
I was so fortunate to be recommended Mark Walker at Sterling advisory. He made the whole process feel seamless. He held my hand through every step, and was available whenever I had hiccups, concerns and questions.
He made sure I was fully aware of the process and was extremely knowledgeable on all things pensions.
Can’t recommend him enough

Mike P.

Thanks Mark
Your guidance through this very tricky transfer was bang on.

It was not something I would like to have done on my own , I would have lost my mind with my pension company and the process that is in place from the uk providers .
Mark clearly knows this process inside and out and will be an invaluable resource and help if you choose to engage him..