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.
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.
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.
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.
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.
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®
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.
Gregory Ward, JD, CIM, FCSI, TEP
A native of Vancouver, Greg brings 30 years of planning experience as a lawyer, International trust and investment advisor, and director of international services with a large Canadian bank.
Throughout he has planned with individuals and their families, and partnered with professional advisors, to meet financial and estate planning objectives. He helps bring value and thoughtful solutions for those wishing to plan for their future and meet their financial goals.
Greg uses his skills, knowledge and experience to competitively deliver compelling pension, investment, and insurance planning solutions for organizations, unions, individual clients, their private companies, and their families.
His focus on governance and professionalism within the structure ensures compliance and fiduciary outcomes are met, and the plans deliver value and results for all participants.
CBPP connects with leading experts to enhance our services and provide unique perspectives.
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.
Sarah is the Board Chair for the Canadian Restorative Justice Consortium (CRJC), and was selected as a representative for British Columbia. Sarah is the former Executive Director of the Punky Lake Wilderness Camp Society, a non-profit organization which provides Restorative Justice and Peacemaking services to the First Nations’ communities in the central BC area through the Tsilhqot’in Restorative Justice Program.
In addition to her extensive work with First Nations and renewable energy sectors, Sarah has had significant success in obtaining government funding and writing proposals for government grant applications.
Sarah has been published twice in The Canadian Journal of Criminology and Criminal Justice: Vol 30 No.3 and Vol 32 No.3
Sarah can be reached at email@example.com
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.