Sterling Advisory Inc. 565 Bernard Ave #110, Kelowna, BC V1Y 8R4

Sterling Advisory Inc.





61 Reviews
  • Thursday8:30 AM–5 PM
  • Friday8:30 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5 PM
  • Tuesday8:30 AM–5 PM
  • Wednesday8:30 AM–5 PM




Sterling Advisory Inc. 565 Bernard Ave #110, Kelowna, BC V1Y 8R4




About the Business

UK Pension Transfers to Canada | Sterling Advisory | UK Pension Transfers to Canada - Sterling Advisory Inc. specializes in helping clients transfer their frozen UK pension funds to Canada.

Contacts

Call Us
+12508637766
565 Bernard Ave #110, Kelowna, BC V1Y 8R4

Hours

  • Thursday8:30 AM–5 PM
  • Friday8:30 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5 PM
  • Tuesday8:30 AM–5 PM
  • Wednesday8:30 AM–5 PM

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Ian Long
14.10.2023
Sterling Advisory Inc.
I was recommended to Sterling Advisory by friends who had previously used Mark's services.I was FINALLY getting around to transferring my UK pension to Canada and wasn't looking forward to the process. Mark handled the whole thing with integrity and a calm; the whole thing went quickly and effortlessly and I was very impressed with the service I received!
Spencer King
07.10.2023
Sterling Advisory Inc.
Sterling Advisory provided clear communication in explaining the process of moving pension from UK to Canada. I was very pleased with the result and product selected
SL Ong
07.10.2023
Sterling Advisory Inc.
Mark Walker has provided exceptional advice and service in helping with the complex transfer of my pension from the UK to Canada. He certainly knows this subject matter very well and throughout the whole process helped me navigate through the different stages to a successful conclusion - it would have been virtually impossible otherwise. Procuring Mark’s services was definitely the right decision.
scott radburn
18.09.2023
Sterling Advisory Inc.
I was having such a hard time figuring out how to transfer funds from UK Personal Pension into Canada and as luck would have it found Mark's company Sterling Advisory online. He does specifically this and was so thorough, professional, clear, concise and always available to answer my questions. He did all the work to make the transfer happen and even went through documentation in a zoom call to explain what needed to be signed and where. I'm so glad to have found Mark and would highly recommend his services to anyone in the same situation. My wife is now using Sterling Advisory for her UK Pension transfer and feels the same about Mark's high level of service and care.
Tom Myatt
14.09.2023
Sterling Advisory Inc.
Mark Walker from Sterling Advisory assisted me through this process extremely well, his knowledge of the process requirements from within the UK was critical. I would highly recommend any ex pat living in Canada wanting to transfer a pension to Canada from the UK to contact Mark. I knew of a few friends that had used Mark so I knew I was using someone I could trust. It is a major decision to undertake so using someone that comes recommended is very important.
steve lawrence
18.08.2023
Sterling Advisory Inc.
I could not recommend someone more highly. Mark Walker's pension experience especially when dealing with UK company pension transfers was excellent. Mark helped me successfully transfer a UK pension over to Canada. The timelines were very tight yet Mark ensured everything was in place and ready to go ahead of time and worked incredibly quickly to resolve any issues. If you need a financial advisor with excellent overseas pension transfer experience who is both reliable and personable then look no further.
Phill Davidson
04.08.2023
Sterling Advisory Inc.
Mark provide the support and guidance to navigate transferring my UK pension into a Canadian RRSP. At every step he was knowledgeable,very supportive and only a phone call away. Thank you for making this such a successful transaction against very tight deadlines
Sean Williams
24.07.2023
Sterling Advisory Inc.
Mark Walker is a pleasure to work with and I can honestly say I would not have been able to transfer my 4 UK pensions to Canada without Marks help.The process is cumbersome but Mark knows all the pitfalls and can navigate them expertly.I look forward to working with Mark in the future as my consolidated Canadian pension grows.
Derek Sennett
22.07.2023
Sterling Advisory Inc.
I worked with Mark to transfer 2 pensions from the UK to Canada. One of the pension companies was quite difficult and took forever to do anything. Mark contacted them on a regular basis via phone and email and ensured that any information they required was sent ASAP. Throughout the process he always kept me up to date with the progress and I had total confidence in him. Mark has experience of both the Canadian and UK systems and can guide you through the whole process.If you are thinking of moving a UK pension to Canada I would not hesitate in recommending Sterling Advisory, in fact I have already referred a friend.
David Smedley
22.07.2023
Sterling Advisory Inc.
Mark was a huge help in moving my UK pension fund arrangements to Canada. The process took a lot of chasing down with UK providers which Mark handled admirably. Highly recommended

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565 Bernard Ave #110, Kelowna, BC V1Y 8R4
Sterling Advisory Inc.