ExcelPlan Financial Site Map

What We Do

The Early Years
The Mid-Years
Pre-Retirement
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Dofasco Employees
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Who We Are

Our Team
David Lord, P. Eng, CFP
Frank Trolio, CFP
Tracy Broeze, CFP
Shari Cerenzia
Jo-Anne Lewis

General & Contact

Dofasco Employees Contact Us
Who We Are
What We Do
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ExcelPlan Financial financial planners provide financial planning, estate planning and retirement planning.
Serving Oakville, Burlington, Hamilton, Ancaster, Dundas, Stoney Creek and the Niagara Region.

Mutual Funds provided through:

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