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.


RRSP & TFSA 2017

17 March, 2017

Our RRSP & TFSA infographic showcases the benefits and differences between these two investment accounts. This at-a-glance review ... More »

Taking Advantage of TFSAs

16 February, 2017

One question that often arises is whether it’s better to invest in a Tax-Free Savings Account (TFSA) or Registered Retirement Savi... 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