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

Lest We Forget

8 November, 2018

Lest We Forget

Lest We Forget... Read More

Enjoy Your Summer!

3 July, 2018

Enjoy Your Summer!... 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