Our Qualifications

Retirement Planning Group offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

During our 20⁺ years in business, we have provided comprehensive financial advice to over 700 investors.

Our advisors are well versed in a number of financial disciplines and hold various investment registrations and professional designations and certifications. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.