EVERYTHING YOU NEED WITHIN ONE FAMILY OFFICE

Financial Planning, Investment Management, Tax Preparation & Ongoing Financial Advice

 

Our My Planning® Process is ideal for individuals and couples who are looking for a personalized financial plan combined with ongoing & centralized financial advice.

Having a process for your finances is important for two reasons:

  1. We focus on what matters to you the most
  2. We focus on variables we can control

 

Look for a fresh start with your finances?

To schedule a consultation please ask for Susan Cornes at 514-419-5399 or by e-mail scornes@myplanning.ca