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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

Enjoy Your Summer!

3 July, 2018

Enjoy Your Summer!... Read More

Will you have enough saved to help your children pay for their education?

28 May, 2018

Will you have enough saved to help your children pay for their education? Here are some tips from Mackenzie Investments to help yo... Read More

We’ve Got You Covered! 

Offices in the GTA & Southwestern Ontario.

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