ExcelPlan Financial

Why work with ExcelPlan Financial? Because we’re the kind of Financial Planners you’d take home to meet your parents. The kind of people you'd be proud to introduce to all your friends. Because when you choose us, you’re choosing:

A personal Financial Planning experience designed for your unique needs.

A direct one-on-one connection to financial expertise.

Financial Planning that takes your entire financial life into consideration, not just retirement savings.

Financial Planning that fits your life, not the other way around.

Financial Planners in Burlington

What is Financial Security?

Your answer to this question will probably be very different from your neighbor's and will most likely change as time goes by. Imagine if you had been asked this question when you were still in school. Then financial security may have meant simply getting out from under student loans or getting your first apartment. Time goes by and you dream of paying off your mortgage, perhaps having a cottage for family vacations. Are you finally at a place where you want to pass on the reins of the business? Very soon, retirement arrives and then the answers are even more varied. Is financial security being able to move to the family cottage or is it sailing away on a world cruise?

Financial security isn't defined by an account value but rather by very individual tastes and aspirations.

At ExcelPlan Financial, we understand that it's not about simple accumulation or money management.

It's about living your dreams!

Client Centre

Quickly and easily access your account online - 24 hours a day, 7 day a week.

Early Life

Focus on career and family. Education Planning, RSP, TFSA, Leverage, (including mortgage and investments), Insurance.

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The Early Years

Middle Years

Focus on wealth accumulation while maximizing savings. Tax Planning, Risk Management.

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The Middle Years

Pre Retirement

Developing viable retirement strategies. Business Succession, Changing investment strategies.

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Living the dream. Maximizing Income, Managing Pensions, Estate Planning.

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ArcelorMittal Dofasco Employees

What We Can Do For You, Income in Retirement.

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Arcelor Mittal Dofasco Employees

Contact a Planner

Unsure of your future financial needs? Contact one of our financial planners today!

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