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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 & Willy Bagnell 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.

 

Latest Blog Posts

Happy Canada Day!

29 June, 2017

Happy Canada Day

True North Strong and Free. Happy 150th. Happy Canada Day Everyone! ... Read More

Investing and Planning with a Professional

1 May, 2017

We are living in a time of significant change in financial markets and economies around the world. However, no matter who sits in ... Read More

We’ve Got You Covered! 

Offices in Ottawa, 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