Group One Planning Solutions

Founded on the basis of client focus planning and advice, we look after our clients as if they were family. At Group One Planning Solutions we are able to offer a full range of protection and investment products and services from Life Insurance Companies, Banks, Mutual Fund companies, Trust companies, and Credit Unions.

Our clients benefit when we combine our teams experience, knowledge and skills with these products and services. We achieve the right solutions for their needs and fulfill the goals and objectives. Most importantly, our goal is to look after and grow with them into the future, that is why we are strategically building a multi-generational team who will be there.

We believe, "Plan First...Invest Second"™ as a plan sets the course and a regular review keeps it on track.

Referrals are our greatest compliment!

 

Working with a professional financial advisor: Worth more than 1%?

Like many investors considering working with a financial advisor, you have probably asked: “What will I get for the fee I’m paying?” The simple answer: a professional dedicated to helping you stay focused on your financial plan to help achieve your financial goals.

Please click here to read more about the significant value you'll receive from working with a professional financial advisor.

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Latest Blog Posts

Millennials more likely to be taken in by fraud

Published by Andrew Rickard on Aug 22, 2016

Millennials more likely to be taken in by fraud by Andrew Rickard Aug. 22, 2016 01:32 p.m.   Research shows that people over the age of 75 are unlikely to have lost money in a swindle; the most frequent...

Changes to Corporate class mutual funds deferred until Jan 1 2017

Published by Bob White on Aug 09, 2016

Changes to Corporate class mutual funds deferred until Jan 1 2017 Great news! This allows us more time to plan for changes to clients non registered (open) mutual fund accounts.    On July 29, the Department...

Retirement - More than Just Money to be Concerned About

Published by Canada Life and Health Insurance Association on Aug 09, 2016

Retirement - More than Just Money to be Concerned About   When planning for your retirement there is more than just money to be concerned about. Visit this great new web site from Canadian Life and health...

Expanded CPP of little use to younger Canadians

Published by Andrew Rickard on Aug 02, 2016

Expanded CPP of little use to younger Canadians by Andrew Rickard July 27, 2016 01:33 p.m   .   The Fraser Institute argues that expanding the Canada Pension Plan (CPP) will do little to help younger ...

'Irrational' 10-year home price spike transforms Vancouver, data show

Published by Brent Jang on Jul 13, 2016

'Irrational' 10-year home price spike transforms Vancouver, data show Brent Jang VANCOUVER — The Globe and Mail Published Wednesday, Jul. 13, 2016 6:00AM EDT Last updated Wednesday, Jul. 13, 2016 12:13PM...

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View current issue:

Solutions - Spring 2016

In the Spring 2016 edition:

  • Milennials and money
  • Are your investments protected from creditors?
  • Yours, mine and ours: A helpful guide for partners who are merging finances