Let us help you make a plan.

Let us help you make a plan.

SERVICES

How can we help?

Life & Health Insurance

Employee (Group) Benefits

  • Health & Dental
  • Prescription Drug Coverage
  • Life Insurance
  • Critical Illness
  • Disability Insurance
  • Group RRSP/DPSP/Pension
  • Health Spending Accounts

Savings & Investments

  • RRSP/RIF/LIRA (Registered Retirement Savings Accounts)
  • TFSA (Tax-Free Savings Account)
  • RESP (Registered Education Savings Plans)
  • FHSA (First Home Savings Account)
  • Segregated Funds
  • Annuities

ABOUT US

What is Make A Plan Financial?

Make A Plan Financial is a family-run business with over 40 years of insurance and investment experience.

Serving Ontario and British Columbia, we take the time to get to know our clients so that we can make personalized recommendations that meet their unique requirements.

Our advisors, Andy and Emily have the knowledge and connections to find the right products to protect what is most important and to help you reach your financial goals.