We use our access to some of Canada’s best money managers to put together a customized portfolio to fit your goals and objectives.

We have the ability to service even the most conservative investor.

We ensure our portfolios are designed to minimize the taxes payable and to take advantage of opportunities in investment markets as they present themselves giving you the growth you desire while keeping within your personal time horizon and risk tolerance.

Contact Us

Your Name (required)

Your Email (required)

Your Message

To use CAPTCHA, you need Really Simple CAPTCHA plugin installed.

Activities including but not limited to insurance, insurance planning, financial planning, tax planning, estate planning and tax preparation services may be undertaken by agents of Planmar Financial Corp., but are neither the business nor the responsibility of Planmar Financial Corp. Insurance products will be provided through Planmar Insurance & Tax Services Corp.