• 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

Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty

The Bank of Canada has cut interest rates to 2.75%, reflecting ongoing economic challenges and trade uncertainties. Market volatility is normal, but staying disciplined and diversified helps manage risk over the long term. If you have questions or concerns, please reach out—we're here to help. #BankOfCanada #InterestRates #MarketVolatility #FinancialWellbeing

2025 Canadian Controlled Private Corporation Tax Rates

Stay updated on 2024-2025 Canadian corporate tax rates for CCPCs. Small business rates start at 9%, active business varies, and investment income is 38.7%.

2025 Canada Money Facts

2025 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!