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Why CorePlan Financial?

Would you feel comfortable if your doctor was paid and employed by a large pharmaceutical company? If not, chances are you probably wouldn’t feel comfortable if your financial advisor was affiliated with, or paid and employed by a bank or investment company.

In choosing a wealth professional to guide and manage your financial future, it is of the utmost importance that your financial advisor is working in your best interest and your best interest alone.

However, not all can claim to do this. In Canada most financial advisors are affiliated or licensed through large banks, funds management or life insurance companies.

The problem is that these sorts of financial institutions are actively involved in creating and managing investment products, such as managed investment funds and life insurance.

So when these same companies employ financial Advisors, an inherent conflict of interest is created in that those financial advisors are encouraged to invest client monies in the investment funds that are also owned by the financial institutions. In this sense, financial advisors can often become little more than managed fund marketing agents for the investment companies they work for.

This can create problems for the client because if the most appropriate advice means investing their money elsewhere, the financial institution employing that financial advisor simply won’t allow him or her to make that recommendation.

An independently owned and licensed financial planning company such as CorePlan Financial Inc means that your financial advisor's business is not owned by a large product-providing financial institution, and that the approved list of strategies and investment products they can offer you is tailored solely around your needs and what is appropriate for you, and not those of a large investment company.

This means your financial advisor is working for you and you alone.


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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