porchlight financial

Porchlight Financial CLARITY. GUIDANCE. PEACE OF MIND. Porchlight Financial is a full-service group retirement plan consulting firm with 25 years of experience helping employers and employees achieve better pension outcomes. We specialize in group retirement plan member advisory services, financial wellness programs, retirement lifestyle & income planning. Employers receive comprehensive governance, independent investment monitoring and member support services. Plan members benefit from financial guidance from our team of CFP® professionals, through group seminars, in-person MyFinancial (MyFi) one-on-one meetings, phone and email. We work with employers to design a custom communication and education campaign to engage your employees, promote the benefits of your group retirement program, and improve employee financial wellness. By using diverse communication methods including print, group information sessions, one-on-one meetings, customized online videos, and other digital communication tools, we ensure that your employees receive information in their preferred learning style. Supporting them from early career through retirement. While headquartered in Vancouver, BC, we work with employers across Canada. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Porchlight Financial.