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

Ian Bagnell

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.

 

Ian's Blog Posts

Retirement Income Planning Is A Team Activity

18 January, 2019

Retirement Income Planning Is A Team Activity

In building a successful career there is hard work, discipline and focused strategies and we do this mainly by ourselves. There’s ... Read More

Retirement Planning starts with RRSPs

4 January, 2019

Retirement Planning starts with RRSPs

Most people are paying more tax than they need to. How do we know? It is simple. Only 22.5% of tax filers in Canada contributed to... Read More

 
  • 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