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

Caregivers risk retirement for loved ones

Published by Andrew Rickard on Sep 22, 2016

Caregivers risk retirement for loved ones by Andrew Rickard Sept. 21, 2016 01:20 p.m.     A poll of women who left work to care for a family member shows that half are concerned about the effect it will...

Safe as houses?

Published by Andrew Rickard on Sep 15, 2016

Safe as houses? by Andrew Rickard Sept. 15, 2016 01:30 p.m.   A survey conducted by Manulife Financial shows that an increasing number of Canadians do not believe it is a good time to invest in their ...

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...

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Solutions - Fall 2016

In the Fall 2016 edition:

  • Five smart money moves
  • Not your parents' life insurance
  • Tax corner: The clawback conundrum