• 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

Applications for the new Canada Emergency Rent Subsidy starts today!

The new Canada Emergency Rent Subsidy is open for applications today! Unlike the previous program, this subsidy will provide payments directly to qualifying renters and property owners, without requiring the participation of landlords. CERS covers up to 65% of rent for businesses, charities and non-profits impacted by COVID-19. An additional 25% Lockdown Support is available during a public health lockdown order.

The Difference between Segregated Funds and Mutual Funds

Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider like Maturity and Death Benefit Guarantees.

Applications for Canada Recovery Benefit now open!

The Canada Recovery Benefit (CRB) is now open for applications. If you are eligible for the CRB, you can receive $1,000 ($900 after taxes withheld) for a 2-week period. If your situation continues past 2 weeks, you will need to apply again. You may apply up to a total of 13 eligibility periods (26 weeks) between September 27, 2020 and September 25, 2021.