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Planning Strategies Group Ltd. is an association of professionals who assist individuals, professionals, and business owners with the information and guidance they require to meet their business, estate and financial planning goals, thereby achieving financial security.

 

We use a team approach to providing personal financial planning services. That is, we bring together people of varied backgrounds, an accountant, lawyer, businessman, insurance agent, and investment advisor to provide in-depth analysis of client needs. We also network with specialists in many areas so that we can call on their services when needed, i.e. specialized tax advice, stress counseling, pension management, personal and corporate legal advice, and much more.

 

 

     

STOCKS

 

Toronto Stock Exchange (TSX/TMX)

 

Dow Jones Industrial Average

 

CANADIAN GOVERNMENT

 

Canada Revenue Agency Information

 

Canadian Retirement Information CPP
 

 

FUNDS

 

GlobeFund

 

Looking to improve your finances?
We can refer you to a new way of banking

 

 

~ Financial Planning
~ Retirement Planning
~ Personal and Corporate Tax Planning
~ Estate Planning
~ Business Planning
~ Charitable Giving
~ Expatriate Financial Planning

 

~ Financial planning process
~ Investment alternatives
~ Retirement Planning -A "Plus 40" seminar
~ Wills and estate planning
 

 
     
     
 

~ Group RRSP'S
~ Segregated Funds
~ RESP's
~ RRSP's/ RRIF's/ Annuities
~ Group/Individual Pension Plans
~ TFSA's
~ Term Deposits, GIC's
~ Leveraged Investments

 

~ Life-Personal/Corporate
~ Critical Illness Plans
~ Shareholder Agreement Funding
~ Disability Coverage
~ Group Benefits
~ Pension Maximization
~ Long Term Health Care
~ Mortgage Insurance
~ International Health Care