1586 Sir Monty's Dr, Mississauga, ON L5N 4N9

(905) 338-7689

The Retirement Plan Protector

The ability to enjoy and spend your money, with less risk and better protection

Brian Poncelet, CFP

If you don’t have a plan for retirement, how do you plan to get there?

What we do

The plan protector approach

By planning your future, we can help protect it. Our objective is to provide you the best opportunity to live the lifestyle you want, now and in retirement, and this involves the following discovery, planning and maintenance process. Financial planning ever changing and can be fun!

Overcome the taxes and costs that erode your savings

Create a 360 degree plan for your finances to create the lifestyle you want.

Bring in the industries best experts and products to secure and protect that plan from whatever life throws your way

Brian Poncelet

In over 30 years of planning, I’ve seen which plans work, and which plans fail

There are countless financial products and solutions out there, but in my experience, there is only one common thread amongst those who meet their retirement goals: having a plan to reach them. It takes more than a strong investment strategy to overcome the taxes and costs that can erode your savings, and it takes more than good cash flow to create the legacy you want. The fact is that no single strategy is as valuable as having a complete plan in place. By looking at all the parts of your finances together, we can bring all strategies into alignment, and help you make choices that will make the difference between meeting your retirement goals and not meeting them. Our purpose is to implement these decisions through a custom plan that you can easily follow.

Testimonials

What my clients are saying

I found Brian’s web site on the internet. I was looking for some life insurance quotes. Brian shared some ideas beyond just term insurance. The ability to convert this policy and having lots of choices that I was not aware of, he also, gave me a book on “Be Your own Banker” which was very interesting! Since I do my own investing learning more about insurance and what it can do for me and my family was a bonus which I don’t think I would get easily

D. Dubeau

I have known Brian for over fifteen years. I am happy with the fact Brian does not hesitate to come up with new ways to help me and my family. The latest example is helping me organize my financial life and put me on the right track. Brian’s philosophy is to educate me and my wife to make better financial decisions rather than telling me what to do which makes us more comfortable about the direction we are going.

Gary Schneiderbanger

Michelle and I have known Brian for a number of years. He has provided sound advice on our mortgage which we believe has saved us thousands over the years. Brian was right there with us when markets have been down and he often shares new ideas with goal of protecting our money and putting us first. We would recommend Brian to anyone who is looking for someone who wants to deal with an advisor who shares ideas and concepts relevant to today’s market.

Duncan and Michele Prestage

Services

How I help clients through the hurdles of life

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Financial Planning & Management

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Legacy and succession planning

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Life Insurance

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Investing

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Business Protection

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Tax Mitigation Strategy

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