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Products and Services

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help.  We can offer professional financial advice to help you choose only those products that meet your current and future goals.


​At Art of Planning, our aim is to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, we will draw on a comprehensive suite of products and services to find those that address your unique situation.  From retirement planning to mortgaging your first home; financing a child’s post-secondary education to ensuring your family is financially protected,​  we can help you build a customized portfolio. If you own a business, we can help you choose products and services to reward your employees, no matter your company’s size and focus.


Since Art of Planning is independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate – from the time of application to the timely delivery of a claim cheque.


Some of many companies that we represent are:

  • AIG

  • BMO Insurance

  • Canada Life

  • Canada Protection Plan

  • Desjardins Life

  • Empire Life

  • Equitable Life

  • Great West Life

  • Industrial Alliance

  • Manulife Financial

  • RBC Insurance

  • Standard Life

  • SunLife

  • TransAmerica

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