At Our Financial Plans, we'll help you build a secure and prosperous future
    with comprehensive financial solutions that meet your needs.

 

We specialize in:
 

  Insurance Plans

Protect your family, income and assets.

  Investment Plans

Grow your wealth with personalized strategies.

  Retirement Plans

Prepare for a comfortable and confident retirement.

  Group Benefit Plans

Support your team with comprehensive coverage.

Who We Serve

 

For Individuals & Families

From insurance to education plans and long-term savings, we help you plan with peace-of-mind

LEARN MORE

Explore Your Options- Give us a call

  • Term and Permanent Life Insurance
  • Mortgage Insurance Plans
  • Disability Insurance
  • Critical Illness Insurance
  • Health & Dental Plans
  • Education Savings Plans
  • High Interest Savings Plans
 

Business Owners & Professionals

Strategic planning to secure your business and grow your personal wealth.

LEARN MORE
 

Secure Your Future

Give us a Call- Let us show you how to reduce the tax burden and protect both you and your family! 

  • Corporate Owned Life Insurance
  • Corporate Owned Critical Illness Insurance
  • Corporate Retirement Strategies
  • Group Benefit Plans
  • Individual Pension Plans
  • Employee Pension & Group RSPs
  • Philanthropy

We are fortunate to have a Team of Professional Advisors to assist and we're happy to work with your Accountant & Lawyer

 

For Investment & Retirement 

Whether you're just starting, nearing, or in your retirement years, we'll help you make the most of your money

LEARN MORE
 

Book a Free Consultation

"Second Opinion Services"
Tailored solutions to meet your goals

We utilize some of Canada's largest financial institutions and money management firms such as:

  • Fidelity
  • TD Asset Management
  • Mackenzie Investments
  • Cl Investments
  • Manulife Mutual Funds
  • Canada Life- Estate Planning opportunities
 

For Individuals & Families

From insurance to education plans and long-term savings, we help you plan with peace-of-mind

LEARN MORE

Explore Your Options- Give us a call

  • Term and Permanent Life Insurance
  • Mortgage Insurance Plans
  • Disability Insurance
  • Critical Illness Insurance
  • Health & Dental Plans
  • Education Savings Plans
  • High Interest Savings Plans
 

Business Owners & Professionals

Strategic planning to secure your business and grow your personal wealth.

LEARN MORE
 

Secure Your Future

Give us a Call- Let us show you how to reduce the tax burden and protect both you and your family! 

  • Corporate Owned Life Insurance
  • Corporate Owned Critical Illness Insurance
  • Corporate Retirement Strategies
  • Group Benefit Plans
  • Individual Pension Plans
  • Employee Pension & Group RSPs
  • Philanthropy

We are fortunate to have a Team of Professional Advisors to assist and we're happy to work with your Accountant & Lawyer

 

For Investment & Retirement 

Whether you're just starting, nearing, or in your retirement years, we'll help you make the most of your money

LEARN MORE
 

Book a Free Consultation

"Second Opinion Services"
Tailored solutions to meet your goals

We utilize some of Canada's largest financial institutions and money management firms such as:

  • Fidelity
  • TD Asset Management
  • Mackenzie Investments
  • Cl Investments
  • Manulife Mutual Funds
  • Canada Life- Estate Planning opportunities
 

For Individuals & Families

From insurance to education plans and long-term savings, we help you plan with peace-of-mind

LEARN MORE

Explore Your Options- Give us a call

  • Term and Permanent Life Insurance
  • Mortgage Insurance Plans
  • Disability Insurance
  • Critical Illness Insurance
  • Health & Dental Plans
  • Education Savings Plans
  • High Interest Savings Plans
 

Business Owners & Professionals

Strategic planning to secure your business and grow your personal wealth.

LEARN MORE
 

Secure Your Future

Give us a Call- Let us show you how to reduce the tax burden and protect both you and your family! 

  • Corporate Owned Life Insurance
  • Corporate Owned Critical Illness Insurance
  • Corporate Retirement Strategies
  • Group Benefit Plans
  • Individual Pension Plans
  • Employee Pension & Group RSPs
  • Philanthropy

We are fortunate to have a Team of Professional Advisors to assist and we're happy to work with your Accountant & Lawyer

 

For Investment & Retirement 

Whether you're just starting, nearing, or in your retirement years, we'll help you make the most of your money

LEARN MORE
 

Book a Free Consultation

"Second Opinion Services"
Tailored solutions to meet your goals

We utilize some of Canada's largest financial institutions and money management firms such as:

  • Fidelity
  • TD Asset Management
  • Mackenzie Investments
  • Cl Investments
  • Manulife Mutual Funds
  • Canada Life- Estate Planning opportunities

Our extensive shelf of solutions represents some of the top financial institutions and money managers in the country

Blurred business people meeting in modern office building conference room

Our Team

Mortgage holders over 40.

We've got 2 strategies that can save you money and pay off your mortgage faster! 
We'd love to show you how.

Call us to set up a meeting.

Not sure where to start?

Our Buy Now page is a great place to obtain quotes or to purchase online.

 

  We offer travel insurance from 5 different providers!

  7 different health and dental plans for individuals and families from 4 different insurers.

  Life insurance- coverage regardless of health

  Critical illness insurance - it's simple and affordable! (Get started with 4 yes or no questions)

  High-interest savings accounts from Manulife Bank.

 Buy Now!