• 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.

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CorePlan Financial Inc.

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

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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

Insurance Planning for Business Owners

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

Throne Speech: Recovery Plan Highlights

On September 23rd, in a speech delivered by Governor General Julie Payette, Prime Minister Justin Trudeau outlined the Federal government's priorities.

CEBA extended to October 31st. Expanded to include more businesses.

On August 31st, Deputy Prime Minister and Minister of Finance Chrystia Freeland announced the extension of the Canada Emergency Business Account (CEBA) to October 31st, 2020. This will give small businesses 2 additional months to apply for the $40,000 loan. In addition, the Federal Government said it was working with financial institutions to make the CEBA program available to those with qualifying payroll or non-deferrable expenses that have so far been unable to apply due to not operating from a business banking account.
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