About Us – cbpp.ca

Customers served! 250 + employee education connections per week

Customers served! 250 % AVERAGE SAVINGS ON GROUP BENEFIT COSTS

Customers served! 250 + Years working with business owners

WE are CBPP

Why leading Canadian organizations choose us

As an independent boutique financial consulting firm, we know what it takes to build a great organization and empower employees. Like the organizations we work with, we are trusted partners entrenched in a culture of learning and growth.

True Expertise

We are dedicated to the craft of building world-class capital accumulation and benefit plans. It's our specialty and few can match our depth of knowledge or delivery.

Independent

We are contracted directly with the top insurance, pension and extended health care providers in Canada. We don't have top-down sales targets or quarterly fiscals to meet. We work for you.

Deep Network

There are professionals, and then there are professionals with a deep list of trusted contacts. We're the later and we work within our trusted professional network for the benefit of our clients.

Our Story

CBPP was formed in 2016 after members of our executive leadership team departed from senior roles at Canada's largest financial institution. Through our extensive work with business owners over decades, we realized that many small and mid-sized businesses were overlooked by large consulting firms. This left business owners with a less than satisfactory experience for their employee pension, benefits and group savings programs. Blending our big business know-how and experience over the years, we launched CBPP to immediate warm reception and success.

Executive Leadership

Chris Saunders

Founder & President

Chris has 30 years of industry experience with Canada's largest banks and investment firms. He advises organizations, institutions, businesses and private client families on retirement and pension structures, wealth management solutions and insurance arrangements.

As part of a team of skilled financial professionals, Chris brings insightful, meaningful, and impactful financial solutions to his clients.

Through a deep understanding of investment management fees and fiduciary standards, combined with strong negotiation skills, Chris has helped Canadian organizations, business owners and their employees reduce unnecessary fees in their group retirement plans. This puts more money in the pockets of plan members and their families for education, retirement, and charitable giving.

Richard Hughes, CFP®

Co-founder

Richard started his career in finance as a personal account manager at Canada's largest financial institution. Through his dedication to his clients, he progressed to become ranked as one of the top 50 financial advisors in Canada.

Along the way, Richard received his designation as a registered discretionary portfolio manager, a Certified Financial Planner practitioner, and a Chartered Investment Manager.

Richard continued to serve his clients as he helped establish Investment Policy Statement protocols for a major Canadian Private Bank, ensuring the highest standards of fiduciary care and fee transparency were met across the organization.

Through his 18 years of experience with individual and institutional clients, as well as not-for-profit organizations, Richard's perspective remains grounded in the importance of professional financial advice and the positive impact it has on Canadian families.

Our Specialists

CBPP connects with leading experts to enhance our services and provide unique perspectives.

PPI Advisory

Advanced planning services

Canada’s Best Pension Plan is proud to work with PPI Advisory for strategic High Net Worth planning and execution.

PPI Advisory is dedicated to Canada's high net-worth insurance market and its unique requirements and opportunities. They understand that complex client needs demand sophisticated planning and strategies.

Through PPI Advisory’s Advanced Planning Services, industry experts work with us to serve our clients in a close-knit, consultative relationship along with their other professional advisors.

For more information about the PPI Advisory Planning Services Team, please click here.

John Espley

Connector

John has been connecting people all his life. His previous roles in sales, as a director of marketing and communications, has allowed him to work with many small and large businesses.

Over the years he has leveraged his business knowledge and connections to help support community and charitable organizations. John is a past chair of the Greater Victoria Chamber of Commerce, Sales and Marketing Executives of Victoria and has held multiple board roles with community-based organizations.