ProfPlan - Planting the seeds for a secure future.An integrated approach to nurturing your wealth and achieving your financial goals.
Professional Planning Solutions Inc. (or ProfPlan as we're often referred to) was incorporated with one single purpose in mind:

"To provide dynamic, objective and truly creative financial strategies and solutions to our evolving client base."

We bring over 30 years of satisfied client service and an extensive knowledge and expertise acquired in both the financial and legal professions. Combined with our knowledge of business and spirit of entrepreneurship, the ProfPlan offering is indeed very unique in Canada. Our comprehensive due diligence and review process enables us to identify, understand, prioritize and address our clients' specific family, business or professional circumstances .This enables us to design, customize and tailor unique solutions to meet our clients' ever changing circumstances.

Our clients' wealth is not measured in assets alone, but more importantly by their quality of life, lifestyle and family values. Our clients' success is rewarded by their ability to live to the fullest and our ongoing relationship helps safeguard and protect what they have worked so hard to achieve. Not only do we identify, address and solve short, medium and longer term planning needs, but we also emphasize the true meaning of giving and planning for their families, the community and the causes they hold dear to themselves.

No client is too big or too small for ProfPlan. We treat all our clients with the respect they deserve, cherishing their support and valuing their loyalty. We would therefore invite the opportunity to welcome you as a client of ProfPlan's.