Murrick Financial Planning Ltd.
A member of the Murrick Group
Preparing you for the best years of your life
Your particular situation and financial issues are unique to you. Whether you are just starting your career, raising children, comfortably settled, or facing retirement, a well-organized Comprehensive Plan will help you achieve your short and long-term goals.
Success in any area of life requires careful planning. Preparing for a successful retirement is no different. Plan carefully. Implement with care. Monitor with the help of experts you trust. Adjust with skill. These are the vital ingredients to ensure that when it’s time to put in your last day of work, you know you can enjoy a retirement full of everything you dreamed it would be.
We offer a wide range of products that can be tailored to meet your individual goals, including but not limited to those listed below.
Because your retirement plan matters.
No matter how much you love what you do, you’ll retire eventually. We’ll help you get ready.
32 years of excellence
Murrick Financial Planning has been in business for 32 years. We are very proud of the fact that, in many cases, our customers include three generations of family members because their trust in us has been passed down from generation to generation. We provide a full range of comprehensive planning services to help you to be financially successful at every stage of your life, from your first steps into saving, to buying a house, to investing, retirement and estate planning.
Your Murrick office is an independent agency. We are not tied to any one insurer or financial institution, providing the freedom to draw from the marketplace to meet your needs and help you achieve your goals.
In your best interests, we believe in developing the expertise of our staff, and regularly participate in industry training and technology updating and upgrading. We are also actively involved in our communities and industries. We only want the best for you, and strive to ensure that you get excellence in customer service, and good advice.
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Meet your Murrick Financial Planning Team
Floyd Murphy CFP, CLU, CHFC
Floyd Murphy entered the life insurance business in 1971, and is a founding member of The Nakamun Group. With an extensive background in financial planning, Floyd offers a comprehensive planning service. When he received his Chartered Life Underwriter (CLU) designation in 1978, he was awarded the John A. Tory medal for attaining the highest marks in Canada that year. Floyd was awarded his Chartered Financial Consultants (CHFC) designation in 1989 and CFP designation in 1996. Floyd has served on and chaired many industry boards and committees including the National Board of the Canadian Association of Insurance and Financial Advisors. Floyd is recognized as one of the leading authorities in comprehensive planning. Actively involved in the community, he has served on the boards of Canada Place Corporation and the Vancouver Foundation.
Contact Floyd at email@example.com
Rob Ng-A-Fook, CFP
A graduate from the University of Guelph with a BSc in Economics, Robert previously worked with AGF Funds to enable financial planners to find solutions for their clients. He gave regular financial seminars to investors so that they could properly understand the mutual fund world. Robert also spent time in the health care industry where he learned the importance of being properly insured. Having completed the comprehensive Certified Financial Planner accreditation, Robert uses his mutual fund experience and insurance knowledge to give you peace of mind through a well designed financial plan. Your investments are the offensive side of the financial plan and your personal insurance is the defence side of the financial plan. Robert makes sure both are performing properly together.
Contact Robert at firstname.lastname@example.org
Bob Greenhalgh, BComm, CFP, CIM
Bob is a 1998 Bachelor of Commerce graduate and has completed the Canadian Securities Course (with honours) and earned both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He worked in various financial roles in the hospitality, mining, and pharmaceutical industries before focusing his career on financial services in early 2007.
Bob’s broad industry experiences are particularly valuable in understanding the financial needs and challenges facing professionals and business owners of all ages and at all stages of their careers and lives. He’ll help you set financial goals that reflect your life goals, plan a strategy to reach those goals, and implement the plan, while helping you to be financially prepared in case of unexpected events.
When he’s not in the office, Bob enjoys golfing, mountain biking, scuba diving, snowboarding, traveling, and spending time with family and friends.
Gina entered the world of Finance and Banking in 2000 after attending Kwantlen University College where her studies were focused in Business Administration and Entrepreneurial Leadership. Previously she worked with TD Bank Financial Group where she completed sales and management roles in the retail bank, TD Wealth as a Business Development Manager, Direct Investing, as well as a Regional Sales Manager for TD Investment Solutions. Gina held regular seminars to educate clients around topics such as Markets & Research Analysis and Trading for beginners. Working for over 16 years at a major financial institution gave her the knowledge to serve as Manager at Murrick Financial Planning. Gina has obtained certificates such as Investment Funds in Canada, Canadian Securities Course and Branch Compliance Officer course. In addition to investments, Gina has an extensive knowledge of real estate secured lending, business banking and personal banking. Her main goal is to ensure her team is happy and productive, and that all clients feel valued.
Contact Gina at email@example.com