• CorePlan Financial Inc.

    Achieving your financial goals.

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  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More

CorePlan Financial Inc.

Our advisors offer comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Professionals

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Families

Customized solutions based on you, plans for you to accumulate and protect your wealth.

Latest news

What’s new for the 2021 tax-filing season?

Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following: • How to claim home office expenses • The new Canada Training Credit • Pandemic emergency funds • New digital news subscription tax credit

Group Insurance vs Individual Life Insurance

While it’s great to have group coverage from your employer or association, in most cases, people don’t understand the that there are important differences when it comes to group life insurance vs. self owned life insurance.

Extended COVID-19 Federal Emergency Benefits

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to: - Canada Recovery Benefit - Canada Recovery Caregiving Benefit - Canada Recovery Sickness Benefit - Employment Insurance