Murphy Wealth Planning Murphy Wealth Planning
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About our team

Our Team

You work directly with a planner who knows your file. This is who we are and what we do.

Every client works with someone who knows their situation.

Jarrod Murphy

Jarrod Murphy

Founder & Financial Planner

Coming from a private wealth and investment background, I have seen firsthand what makes a good plan, and the people the industry can leave out.

Murphy Wealth Planning was born out of identifying an unmet need: retirees with non-traditional assets that don't fit nicely into the bank or the typical financial system, and business owners who have never had a proper plan done, with much or all of their equity living inside their business.

My focus is simple: help build rock-solid financial plans, and bridge the gap between where you are and where you want to be.

Out of the office, you'll find me running, on the ice playing hockey, with friends and family.

FP, BMGT, LLQP
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Peter Murphy

Peter Murphy

CFP® · Financial Planner

Coming in with over three decades of experience in the professional wealth management and financial planning industry, I've been a dedicated independent professional who helps clients navigate their most critical milestones, specializing in retirees, pre-retirees, and business owners.

I've built my approach around every plan being uniquely aligned with the client's long-term goals and peace of mind.

Outside of the financial planning world, I love spending time with my family, my dog, and traveling the world.

CFP®
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Who we are

Independent planning, built around you.

Murphy Wealth Planning is an advice and fee-for-service financial planning practice serving retirees and business owners across British Columbia and Alberta. We come from a private wealth and investment background, which is exactly why we built this: to give unbiased planning advice that truly fits your needs, without the product pressure that trips up so much of the industry.

Our whole approach is one idea, the Bridge Approach: closing the distance between where you are today and where you want to be, and making the crossing feel certain. We grow one relationship at a time, building the Murphy reputation on a rock-solid client experience.

What we do

  1. 1

    Discovery & Connection

    Who are you, and what makes you tick? Every client deserves and is entitled to a custom, unique experience, as every plan we build differs slightly from the last. Understanding who we are sitting in front of is the most important part of this.

  2. 2

    Create the Strategy

    Once we find out what you value, we can start to create a strategy around what makes the most sense for your plan and your needs.

  3. 3

    Build & Present the Plan

    A clear, written financial plan across all six pillars, then we break it down with you: the surface level (are you going to be okay?) and the specific, technical detail of exactly how we, and you, will execute it. We give you the tools to make an informed, educated decision.

  4. 4

    Plan Retirement

    Turn a lifetime of savings into dependable income, and the tax strategy that fits you best.

  5. 5

    Stay in Your Corner

    With the optional annual retainer: ongoing advice, annual reviews, and coordination with your other professionals as life continues to change, so the plan you built keeps pace with your life long after it is delivered.

Let's see if we are the right fit.

A short, no-obligation conversation is the best way to find out. Tell us a little about your situation and we will be in touch.

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