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About Us

CorePlan Financial Inc. is a full service financial advisory firm with some of our Advisors having over 30 years of experience. We are all focused on helping Canadians grow and secure their wealth.

Our approach is to develop simple and practical solutions to give you control over your financial future. We understand that your dreams are important to you and that you are committed to achieving them.

We are also committed to helping you achieve your dreams and take the time to work with you to clearly understand your current situation and future aspirations.

Our financial advice process is designed to understand the answers to these important questions.

We will identify your goals, challenges, opportunities and vision, giving you a clear understanding of the journey in front of you.

We will illustrate the options available to you and using financial modeling tools we will develop the best personalized financial solutions that are clear and simple to understand.

The financial plan will be based on your future aspirations and is tailored accordingly. The plan will provide you with strategic solutions that empower you to take control over your financial future, giving you the ability to enjoy the dreams you have aspired to.

We will continue to assist you through your life’s journey by providing regular reviews of your situation ensuring the financial plan still satisfies identified goal and aspirations.

With a highly qualified and experienced team of financial professionals CorePlan Financial Inc. is able to provide financial advice to all members of the community. We believe every demographic can benefit from some form of financial advice, either to improve their circumstances or overcome some challenges.

Assante Disclaimer: Specific investment recommendations are provided through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. CorePlan Financial Inc. is not responsible for any service or product supplied through Assante. Please visit www.assante.com/legal.jsp or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.


CorePlan offers you comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone. CorePlan is NOT affiliated or licensed through large banks, funds management or life insurance companies. CorePlan is independently owned and licensed. CorePlan’s approved list of strategies and investment products are tailored and recommended SOLELY around your needs and what is appropriate for you, without outside influence. View Our Financial Service Listing


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