Our partnership was formed through mergers in 1999 and 2000 and we began working under the Professionals for Independent Planning name in the fall of 2004. Under our new name we have the resources to strengthen our capabilities. We focus on enhancing and reinforcing your investment portfolios and insurance plans. Together, we serve some three thousand clients, so it's a big responsibility! read more...

We bade farewell to our offices in the CJOH Television building in September, 2001, after more than 30 years, to move to our location on Colonnade Road (see map). With over 100 years of collective experience, we are ready to serve you with energy and confidence, allowing you to feel secure that we have the stability and vision to steer a steady course through turbulent financial times.

Common Portfolio Pitfalls, the Bull & Bear Markets since 1950 and the Benefits of diversification see our presentations...

What's important to you, Retirement Readiness Quiz and more. try our tools...