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Financial planning for individuals

Money is complicated. We make it simple.

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Your financial future deserves more than generic advice and one-size-fits-all products. We craft bespoke financial strategies that evolve with your life, combining expert guidance with ongoing stewardship to ensure you stay on track toward your most important goals.

Combining deep expertise with a personal touch, our advisors deliver tailored guidance to help you navigate your finances with confidence, care, and ongoing support.

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

  2. Certified financial planners put your interests first.

  3. Follow-up service with annual policy reviews.

A full suite of financial advisory services for individuals, families, and small-business owners.

Financial analysis

Our process starts with a detailed review of your finances, so we can build a plan that moves you forward with confidence.

Financial strategy

Cash flow, debt, savings, tax, and withdrawal strategies, aligned to your goals with clarity and purpose.

Tax planning

Strategic contributions, withdrawals, and financial tools designed to minimize taxes, maximize savings, and preserve your wealth.

Financial literacy

Educational services to give you control of your financial wellness.

Retirement

Retirement projection, pension consolidation, and plan execution and management.

Estate planning

Reduce estate taxes with strategic account management and tax-efficient tools, and ensure your legacy is passed on as you intend.

For over twenty years, People Corporation has been helping Canadian enterprises and individuals maximize financial potential. A true nationwide company, our certified financial planners provide solutions adapted to every region of Canada and adhere to a code of ethics that puts your interests ahead of their own. When it comes to planning your financial future, People Corporation provides advice you can trust.

Book a consultation

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