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Financial Planning

Financial planning services from trusted professionals.

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Your financial future deserves more than generic advice and one-size-fits-all products. For over twenty years, People Corporation has been helping Canadian enterprises and individuals maximize their financial potential. Our approach involves bespoke financial strategies, designed according to your specific needs, and combines expert advice with ongoing stewardship to ensure you stay on track toward your most important goals.

  1. Coast-to-coast presence means national reach with local expertise.

  2. CFP certified advisors put your interests first.

  3. Follow up service with policy reviews.

A full suite of financial advisory and planning services for private individuals, public corporations, and everything in between.

Financial planning

Optimal financial health begins with a plan. Budgeting, investment, insurance, and tax optimization all play a role. Our certified financial planners can help you put all the pieces together, using cutting-edge tools and strategies you might never have thought of.

Investment and retirement

It’s never too early to start thinking about long-term financial security. Whether for yourself or your employees, our fiscal experts design and implement bespoke retirement plans of all types and sizes that respond to your specific needs.

High net worth individuals

Significant wealth can bring significant headaches. From key-person insurance to wealth preservation to disability insurance with sufficient coverage for high earners, our trusted advisors are experts in helping businesses, business owners, and high net worth individuals optimize financial outcomes.

More than a broker, we’re an extension of your HR team, carefully tailoring a group retirement plan to your unique workforce and offering ongoing monitoring and compliance with on-call support.

When you partner with us, you leverage our strong carrier relationships, our financial wellness programs that boost employee engagement, and you free your internal HR team to focus on other things, all while knowing your employees’ financial futures are in expert hands.

Explore solutions for employers

Whether planning your financial future, optimizing a tax strategy, or protecting your most precious assets, financial decisions can be complicated. You don’t have to do it alone.

Explore solutions for individuals

We have partner firms that specialize in solutions for Indigenous businesses, post secondary institutions, and unions.

Explore our partner firms

How can we help?

Whether you are a plan member, plan administrator or provider, let us help you get the right contact information.

Interested?

Connect with us for tailored solutions that align with your goals and deliver impact across your organization.

1-866-940-3950

Help and support

Need help or have questions about your plan? Let’s get you the support you need.

1-800-875-7982