Do You Need a Financial Plan?  

Art of Planning is Here to Help ​


You visit the doctor to stay healthy. You don't know how to change the oil, so you take your car to the mechanic. Doesn't your financial future deserve the same care from a professional? 

At Art of Planning, you don't need to know about dollar cost averaging or RMDs. You just need to be an expert in you! Help us learn about your goals in life, and we'll help you learn about how to plan for them.


Welcome! Thank you for visiting my website.


Here you will find more detail about 

​our financial services​ and alternative life coaching ​tips to help Canadians achieve their future goals.  If you have questions about your plan or specific financial products, please contact us.

  • Financial Coach

  • ​Investing & Wealth Management

  • Insurance

  • Group Benefits & Retirement Solutions

  • Banking Solutions