Perspective through PlanningWe are a group of client focused financial service professionals, with over 50 years experience in the financial services industry.

Ian Bagnell & Phil Jackson of Perspective through Planning


Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


The Right Approach to Charitable Giving

Filed Under: Special Reports and Newsletters

5 December, 2016

Things to consider when making a donation. Canadians are well known for their charitable hearts. Did you know 82% of Canadians 15 ... More »

Why you don't contribute enough to your RRSP

Filed Under: Financial Planning | Retirement Planning

1 December, 2016

Why don't most people save as much as they should? Canadians can contribute up to 18% of their income to their RRSP in exchange for... More »

We’ve Got You Covered! 

Offices in Pickering, Sarnia, Nepean & Collingwood. 

Click here for location details.
  • Being on par in terms of price and quality only gets you into the game. Service wins the game.

    - Tony Alessandra
  • One of the great secrets of life is that all that is really worth doing is what we do for others.

    - Lewis Carol