Financial Planning Services provides independent financial advice and operated full service wealth management service that has resided in the Halton region since the 1970s.
As a truly; personalized, investment firm we are committed to providing, families, the opportunity to share, plan and reach their financial goals, supporting you in living your best life. We have always been guided by the simple first principle:
Our family serving your family’s financial needs.
It is never too early or too late to start planning, our approach is about partnering your current financial needs, knowledge and dreams and our tools, technology and unique resources, to instill good habits and help you better understand your most successful path to financial success.
It starts and ends with you, your financial path can be as hands on or hands off as you like.
All generations of Canadians, are realizing that planning and advice in todays’ ever changing environment, is more than just a portfolio and that having the right plan and tools in place, can focus you on the right path to reduce your financial anxiety and stress
At Financial Planning Services our Core Principles Focus on:
- Independent Thinking
- Tax Smart Investment Planning
- Personalized Advice
- Legacy Building and Protection
Through robust industry innovations and tools, we have evolved our practice to involve everything from fully online digital support to across the kitchen table hands on attention. We cater to your needs and how you want to work with us to build and maintain your future wealth, today.
We are a small local team by design – believing that our size enables us to remain focused on what’s most important – the financial success of our clients. FPS is a financial advisory firm that provides independent financial advice. We are registered through FundEX Investments Inc., a mutual fund dealer and a division of IA Financial Group, Canada’s fourth-largest insurance company.
We feel fortunate and privileged to guide your future financial success.