Sterling Advisory was formed in 2008 with the sole purpose of helping Ex Pats transfer their U.K pensions to Canada. With over 20 years experience as an advisor in both the UK and Canada, Mark helps Ex Pat clients transfer their UK Pensions to Canada, both quickly and smoothly. As one of the most recognized and trusted transfer companies within Western Canada, to date Sterling Advisory Inc. has helped transfer over $120 million of clients pension funds to Canada. As Sterling Advisory is licensed in both B.C and Alberta, Mark consults with clients personally to complete any paperwork and go through any questions regarding the pension transfer process. Most clients feel that this is essential when dealing with their UK pensions.
| Website | http://www.sterlingadvisory.com/ |
| Revenue | $384000 |
| Employees | 2 (1 on RocketReach) |
| Founded | 2008 |
| Address | 110-565 Bernard Ave, Kelowna, British Columbia V1Y 8R4, CA |
| Phone | +1 250-863-7766 |
| Technologies |
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| Industry | Financial Services, Insurance |
| Keywords | Pension Transfer, Expat Financial Planning, Uk Pension, Expat Financial Advisor, Retirement Planning, Pension Consolidation |
| Competitors | Deloitte, PwC, Accenture, EY, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Oliver Wyman, Protiviti, Grant Thornton LLP (US) +45 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 637 Companies |
| NAICS | NAICS Code 525110 Companies, NAICS Code 52 Companies, NAICS Code 5251 Companies, NAICS Code 52511 Companies, NAICS Code 525 Companies |
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Sterling Advisory Questions
The Sterling Advisory annual revenue was $384000 in 2026.
1 people are employed at Sterling Advisory.
Sterling Advisory is based in Kelowna, British Columbia.
The NAICS codes for Sterling Advisory are [525110, 52, 5251, 52511, 525].
The SIC codes for Sterling Advisory are [63, 637].
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